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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 | $13,359 | $64,359-79.2% | $90,161-85.2% | $70,126-81.0% |
| Participation rate | 88.5% | 70.4%+18.0pp | 76.9%+11.6pp | 69.5%+18.9pp |
| Annual return | 29.50% | 28.13%+1.4pp | 34.89%-5.4pp | 73.15%-43.6pp |
| Employer contribution / active EE | $2,169 | $2,046+6.0% | $3,318-34.6% | $2,343-7.4% |
| Participant deferral / active EE | $5,673 | $4,389+29.2% | $5,287+7.3% | $3,332+70.3% |
| Admin fee / account holder | $550 | $3,945-86.1% | $5,943-90.7% | $4,645-88.2% |