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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 | $89,259-80.8% | $107,187-84.0% | $82,637-79.3% |
| Participation rate | 97.8% | 67.9%+29.8pp | 75.0%+22.8pp | 68.1%+29.7pp |
| Annual return | 19.97% | 21.02%-1.1pp | 204.55%-184.6pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,844 | $3,080-40.1% | $3,782-51.2% | $2,552-27.8% |
| Participant deferral / active EE | $4,250 | $4,037+5.3% | $5,096-16.6% | $4,126+3.0% |
| Admin fee / account holder | $527 | $7,381-92.9% | $9,162-94.2% | $7,339-92.8% |