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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 | $4,269 | $99,053-95.7% | $88,179-95.2% | $138,895-96.9% |
| Participation rate | 95.5% | 74.2%+21.2pp | 69.1%+26.3pp | 79.9%+15.5pp |
| Annual return | 20.31% | 78.17%-57.9pp | 64.97%-44.7pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,099 | $2,882-61.9% | $2,549-56.9% | $4,194-73.8% |
| Participant deferral / active EE | $1,430 | $5,225-72.6% | $4,614-69.0% | $6,396-77.6% |
| Admin fee / account holder | $883 | $8,748-89.9% | $7,673-88.5% | $12,562-93.0% |