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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 | $8,835 | $114,119-92.3% | $107,187-91.8% | $138,895-93.6% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 79.9%+2.4pp |
| Annual return | 21.61% | 273.21%-251.6pp | 204.55%-182.9pp | 145.39%-123.8pp |
| Employer contribution / active EE | $1,172 | $4,059-71.1% | $3,782-69.0% | $4,194-72.0% |
| Participant deferral / active EE | $1,940 | $5,538-65.0% | $5,096-61.9% | $6,396-69.7% |
| Admin fee / account holder | $1,492 | $10,024-85.1% | $9,162-83.7% | $12,562-88.1% |