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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,835 | $106,974-96.4% | $90,796-95.8% | $138,895-97.2% |
| Participation rate | 85.7% | 74.9%+10.8pp | 69.5%+16.2pp | 79.9%+5.8pp |
| Annual return | 18.10% | 20.10%-2.0pp | 19.29%-1.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $317 | $2,609-87.9% | $2,294-86.2% | $4,194-92.4% |
| Participant deferral / active EE | $1,745 | $4,455-60.8% | $3,822-54.3% | $6,396-72.7% |
| Admin fee / account holder | $710 | $8,626-91.8% | $7,024-89.9% | $12,562-94.3% |