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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 | $9,750 | $172,111-94.3% | $150,298-93.5% | $137,256-92.9% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 27.81% | 69.37%-41.6pp | 62.79%-35.0pp | 220.34%-192.5pp |
| Employer contribution / active EE | $3,196 | $4,636-31.1% | $4,154-23.1% | $4,156-23.1% |
| Participant deferral / active EE | $3,196 | $6,166-48.2% | $5,453-41.4% | $6,407-50.1% |
| Admin fee / account holder | $574 | $16,471-96.5% | $14,116-95.9% | $12,270-95.3% |