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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 | $4,233 | $114,119-96.3% | $107,187-96.1% | $138,895-97.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 25.58% | 273.21%-247.6pp | 204.55%-179.0pp | 145.39%-119.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,714 | $5,538-69.0% | $5,096-66.4% | $6,396-73.2% |
| Admin fee / account holder | $327 | $10,024-96.7% | $9,162-96.4% | $12,562-97.4% |