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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 | $4,810 | $100,147-95.2% | $81,286-94.1% | $145,877-96.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 24.92% | 34.44%-9.5pp | 24.80%+0.1pp | 551.28%-526.4pp |
| Employer contribution / active EE | $1,508 | $2,977-49.4% | $2,463-38.8% | $4,663-67.7% |
| Participant deferral / active EE | $2,030 | $4,607-55.9% | $3,883-47.7% | $6,691-69.7% |
| Admin fee / account holder | $699 | $8,201-91.5% | $5,764-87.9% | $13,402-94.8% |