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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 | $7,231 | $135,956-94.7% | $123,894-94.2% | $273,972-97.4% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 12.13% | 56.63%-44.5pp | 47.52%-35.4pp | 41.46%-29.3pp |
| Employer contribution / active EE | $1,683 | $5,170-67.4% | $4,617-63.5% | $4,869-65.4% |
| Participant deferral / active EE | $3,319 | $6,343-47.7% | $5,984-44.5% | $5,287-37.2% |
| Admin fee / account holder | $435 | $9,817-95.6% | $8,357-94.8% | $10,133-95.7% |