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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 | $4,116 | $94,031-95.6% | $115,768-96.4% | $82,448-95.0% |
| Participation rate | 82.3% | 70.4%+11.8pp | 74.4%+7.9pp | 68.1%+14.2pp |
| Annual return | 25.60% | 20.61%+5.0pp | 100.46%-74.9pp | 41.64%-16.0pp |
| Employer contribution / active EE | $1,249 | $2,323-46.2% | $2,940-57.5% | $2,551-51.0% |
| Participant deferral / active EE | $1,740 | $3,972-56.2% | $4,917-64.6% | $4,139-58.0% |
| Admin fee / account holder | $1,282 | $10,249-87.5% | $12,439-89.7% | $7,234-82.3% |