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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 | $5,164 | $76,407-93.2% | $150,298-96.6% | $82,448-93.7% |
| Participation rate | 94.9% | 66.4%+28.5pp | 77.8%+17.1pp | 68.1%+26.8pp |
| Annual return | 57.56% | 39.99%+17.6pp | 62.79%-5.2pp | 41.64%+15.9pp |
| Employer contribution / active EE | $1,354 | $2,614-48.2% | $4,154-67.4% | $2,551-46.9% |
| Participant deferral / active EE | $1,996 | $3,214-37.9% | $5,453-63.4% | $4,139-51.8% |
| Admin fee / account holder | $1,083 | $6,352-83.0% | $14,116-92.3% | $7,234-85.0% |