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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 | $6,754 | $228,395-97.0% | $185,861-96.4% | $158,982-95.8% |
| Participation rate | 82.4% | 82.3%0pp | 78.0%+4.3pp | 82.0%+0.4pp |
| Annual return | 71.12% | 40.82%+30.3pp | 35.96%+35.2pp | 302.99%-231.9pp |
| Employer contribution / active EE | $990 | $4,968-80.1% | $4,088-75.8% | $4,763-79.2% |
| Participant deferral / active EE | $3,184 | $6,417-50.4% | $5,634-43.5% | $5,983-46.8% |
| Admin fee / account holder | $399 | $11,869-96.6% | $9,503-95.8% | $11,252-96.5% |