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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 | $2,463 | $90,486-97.3% | $78,676-96.9% | $273,972-99.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 17.98% | 75.62%-57.6pp | 62.19%-44.2pp | 41.46%-23.5pp |
| Employer contribution / active EE | $845 | $3,175-73.4% | $2,850-70.3% | $4,869-82.6% |
| Participant deferral / active EE | $1,555 | $3,901-60.1% | $3,517-55.8% | $5,287-70.6% |
| Admin fee / account holder | $817 | $5,263-84.5% | $4,510-81.9% | $10,133-91.9% |