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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 | $97,125-95.6% | $86,233-95.0% | $137,256-96.9% |
| Participation rate | 95.5% | 74.2%+21.3pp | 69.0%+26.4pp | 80.0%+15.5pp |
| Annual return | 20.31% | 74.19%-53.9pp | 61.39%-41.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,099 | $2,841-61.3% | $2,504-56.1% | $4,156-73.6% |
| Participant deferral / active EE | $1,430 | $5,180-72.4% | $4,559-68.6% | $6,407-77.7% |
| Admin fee / account holder | $883 | $9,725-90.9% | $8,342-89.4% | $12,270-92.8% |