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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 | $22,486 | $89,367-74.8% | $141,191-84.1% | $72,975-69.2% |
| Participation rate | 96.1% | 75.1%+21.0pp | 82.5%+13.6pp | 69.5%+26.6pp |
| Annual return | 76.01% | 111.87%-35.9pp | 71.41%+4.6pp | 81.01%-5.0pp |
| Employer contribution / active EE | $3,194 | $3,115+2.6% | $4,736-32.5% | $2,440+30.9% |
| Participant deferral / active EE | $6,025 | $5,419+11.2% | $6,710-10.2% | $3,608+67.0% |
| Admin fee / account holder | $645 | $5,957-89.2% | $10,264-93.7% | $5,124-87.4% |