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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 | $5,525 | $115,225-95.2% | $100,712-94.5% | $138,895-96.0% |
| Participation rate | 86.7% | 74.3%+12.3pp | 69.3%+17.4pp | 79.9%+6.7pp |
| Annual return | 18.29% | 40.35%-22.1pp | 33.27%-15.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,942 | $2,771-29.9% | $2,313-16.0% | $4,194-53.7% |
| Participant deferral / active EE | $2,965 | $4,699-36.9% | $4,085-27.4% | $6,396-53.6% |
| Admin fee / account holder | $475 | $10,844-95.6% | $9,256-94.9% | $12,562-96.2% |