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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 | $4,403 | $124,330-96.5% | $109,173-96.0% | $167,536-97.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 29.05% | 26.04%+3.0pp | 25.75%+3.3pp | 478.82%-449.8pp |
| Employer contribution / active EE | $2,007 | $4,209-52.3% | $3,723-46.1% | $4,839-58.5% |
| Participant deferral / active EE | $2,165 | $5,256-58.8% | $4,654-53.5% | $6,342-65.9% |
| Admin fee / account holder | $466 | $7,974-94.2% | $6,755-93.1% | $12,315-96.2% |