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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 | $15,855 | $88,672-82.1% | $105,223-84.9% | $82,448-80.8% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.2pp |
| Annual return | 24.25% | 30.86%-6.6pp | 180.65%-156.4pp | 41.64%-17.4pp |
| Employer contribution / active EE | $3,109 | $3,048+2.0% | $3,689-15.7% | $2,551+21.9% |
| Participant deferral / active EE | $3,868 | $4,036-4.2% | $5,072-23.7% | $4,139-6.6% |
| Admin fee / account holder | $1,052 | $7,146-85.3% | $8,859-88.1% | $7,234-85.5% |