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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 | $4,128 | $97,125-95.7% | $86,233-95.2% | $137,256-97.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 20.00% | 74.19%-54.2pp | 61.39%-41.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $312 | $2,841-89.0% | $2,504-87.5% | $4,156-92.5% |
| Participant deferral / active EE | $1,035 | $5,180-80.0% | $4,559-77.3% | $6,407-83.8% |
| Admin fee / account holder | $546 | $9,725-94.4% | $8,342-93.5% | $12,270-95.6% |