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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 | $35,417 | $125,797-71.8% | $170,043-79.2% | $75,173-52.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 39.81% | 27.20%+12.6pp | 53.40%-13.6pp | 160.72%-120.9pp |
| Employer contribution / active EE | $2,330 | $4,616-49.5% | $6,790-65.7% | $2,671-12.8% |
| Participant deferral / active EE | $5,287 | $6,838-22.7% | $10,410-49.2% | $4,126+28.1% |
| Admin fee / account holder | $960 | $8,177-88.3% | $12,824-92.5% | $5,651-83.0% |