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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 | $4,173 | $51,222-91.9% | $70,544-94.1% | $75,173-94.4% |
| Participation rate | 83.1% | 61.0%+22.1pp | 68.4%+14.7pp | 67.2%+15.8pp |
| Annual return | 57.55% | 30.06%+27.5pp | 32.79%+24.8pp | 160.72%-103.2pp |
| Employer contribution / active EE | $1,440 | $1,827-21.2% | $2,976-51.6% | $2,671-46.1% |
| Participant deferral / active EE | $3,582 | $2,850+25.7% | $4,568-21.6% | $4,126-13.2% |
| Admin fee / account holder | $329 | $4,096-92.0% | $6,427-94.9% | $5,651-94.2% |