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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 | $3,765 | $76,407-95.1% | $150,298-97.5% | $82,448-95.4% |
| Participation rate | 81.3% | 66.4%+14.9pp | 77.8%+3.5pp | 68.1%+13.2pp |
| Annual return | 49.17% | 39.99%+9.2pp | 62.79%-13.6pp | 41.64%+7.5pp |
| Employer contribution / active EE | $623 | $2,614-76.2% | $4,154-85.0% | $2,551-75.6% |
| Participant deferral / active EE | $1,172 | $3,214-63.6% | $5,453-78.5% | $4,139-71.7% |
| Admin fee / account holder | $1,562 | $6,352-75.4% | $14,116-88.9% | $7,234-78.4% |