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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 | $3,441 | $84,953-95.9% | $163,379-97.9% | $82,637-95.8% |
| Participation rate | 80.3% | 65.9%+14.4pp | 76.8%+3.5pp | 68.1%+12.3pp |
| Annual return | 26.93% | 23.07%+3.9pp | 63.41%-36.5pp | 53.51%-26.6pp |
| Employer contribution / active EE | $848 | $2,183-61.2% | $3,752-77.4% | $2,552-66.8% |
| Participant deferral / active EE | $1,740 | $4,326-59.8% | $6,282-72.3% | $4,126-57.8% |
| Admin fee / account holder | $552 | $7,921-93.0% | $9,818-94.4% | $7,339-92.5% |