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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 | $4,094 | $89,259-95.4% | $107,187-96.2% | $82,637-95.0% |
| Participation rate | 87.7% | 67.9%+19.7pp | 75.0%+12.7pp | 68.1%+19.6pp |
| Annual return | 36.09% | 21.02%+15.1pp | 204.55%-168.5pp | 53.51%-17.4pp |
| Employer contribution / active EE | $911 | $3,080-70.4% | $3,782-75.9% | $2,552-64.3% |
| Participant deferral / active EE | $2,172 | $4,037-46.2% | $5,096-57.4% | $4,126-47.4% |
| Admin fee / account holder | $329 | $7,381-95.5% | $9,162-96.4% | $7,339-95.5% |