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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 | $17,105 | $96,731-82.3% | $123,973-86.2% | $86,983-80.3% |
| Participation rate | 97.8% | 70.0%+27.8pp | 76.7%+21.1pp | 69.5%+28.2pp |
| Annual return | 19.97% | 17.33%+2.6pp | 388.13%-368.2pp | 25.83%-5.9pp |
| Employer contribution / active EE | $1,844 | $3,297-44.1% | $4,126-55.3% | $2,584-28.7% |
| Participant deferral / active EE | $4,250 | $4,152+2.4% | $5,247-19.0% | $4,194+1.4% |
| Admin fee / account holder | $527 | $8,722-94.0% | $11,799-95.5% | $7,856-93.3% |