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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 | $10,230 | $174,379-94.1% | $152,093-93.3% | $138,895-92.6% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 23.11% | 74.86%-51.7pp | 66.36%-43.2pp | 145.39%-122.3pp |
| Employer contribution / active EE | $1,750 | $4,652-62.4% | $4,175-58.1% | $4,194-58.3% |
| Participant deferral / active EE | $2,979 | $6,159-51.6% | $5,451-45.4% | $6,396-53.4% |
| Admin fee / account holder | $2,768 | $16,880-83.6% | $14,497-80.9% | $12,562-78.0% |