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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 | $13,401 | $51,708-74.1% | $106,619-87.4% | $62,881-78.7% |
| Participation rate | 89.5% | 66.9%+22.6pp | 78.0%+11.5pp | 69.3%+20.2pp |
| Annual return | 59.53% | 4.69%+54.8pp | 9.42%+50.1pp | 20.14%+39.4pp |
| Employer contribution / active EE | $1,563 | $1,764-11.4% | $3,947-60.4% | $2,281-31.5% |
| Participant deferral / active EE | $2,549 | $2,315+10.1% | $3,930-35.1% | $3,203-20.4% |
| Admin fee / account holder | $529 | $3,349-84.2% | $6,418-91.8% | $4,296-87.7% |