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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 | $7,285 | $106,749-93.2% | $145,433-95.0% | $82,448-91.2% |
| Participation rate | 96.7% | 75.6%+21.1pp | 82.1%+14.6pp | 68.1%+28.7pp |
| Annual return | 54.83% | 27.59%+27.2pp | 66.58%-11.7pp | 41.64%+13.2pp |
| Employer contribution / active EE | $2,149 | $3,444-37.6% | $4,554-52.8% | $2,551-15.8% |
| Participant deferral / active EE | $3,392 | $6,519-48.0% | $7,897-57.0% | $4,139-18.1% |
| Admin fee / account holder | $597 | $8,390-92.9% | $13,129-95.5% | $7,234-91.8% |