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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 | $7,080 | $111,535-93.7% | $105,223-93.3% | $137,256-94.8% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 28.51% | 237.85%-209.3pp | 180.65%-152.1pp | 220.34%-191.8pp |
| Employer contribution / active EE | $797 | $3,939-79.8% | $3,689-78.4% | $4,156-80.8% |
| Participant deferral / active EE | $4,910 | $5,500-10.7% | $5,072-3.2% | $6,407-23.4% |
| Admin fee / account holder | $683 | $9,721-93.0% | $8,859-92.3% | $12,270-94.4% |