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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 | $22,333 | $89,364-75.0% | $141,177-84.2% | $72,983-69.4% |
| Participation rate | 75.5% | 75.1%+0.3pp | 82.5%-7.0pp | 69.5%+6.0pp |
| Annual return | 50.97% | 111.86%-60.9pp | 71.40%-20.4pp | 81.01%-30.0pp |
| Employer contribution / active EE | $2,886 | $3,115-7.3% | $4,736-39.1% | $2,440+18.3% |
| Participant deferral / active EE | $6,449 | $5,419+19.0% | $6,710-3.9% | $3,608+78.8% |
| Admin fee / account holder | $1,436 | $5,959-75.9% | $10,263-86.0% | $5,124-72.0% |