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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 | $4,021 | $124,425-96.8% | $112,040-96.4% | $137,256-97.1% |
| Participation rate | 89.5% | 79.3%+10.2pp | 76.5%+13.0pp | 80.0%+9.5pp |
| Annual return | 19.04% | 24.72%-5.7pp | 24.52%-5.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $883 | $3,411-74.1% | $2,954-70.1% | $4,156-78.8% |
| Participant deferral / active EE | $1,934 | $5,718-66.2% | $5,098-62.1% | $6,407-69.8% |
| Admin fee / account holder | $2,015 | $15,207-86.7% | $12,098-83.3% | $12,270-83.6% |