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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 | $16,607 | $89,259-81.4% | $107,187-84.5% | $82,637-79.9% |
| Participation rate | 97.1% | 67.9%+29.2pp | 75.0%+22.1pp | 68.1%+29.1pp |
| Annual return | 22.46% | 21.02%+1.4pp | 204.55%-182.1pp | 53.51%-31.0pp |
| Employer contribution / active EE | $1,504 | $3,080-51.2% | $3,782-60.2% | $2,552-41.1% |
| Participant deferral / active EE | $4,394 | $4,037+8.8% | $5,096-13.8% | $4,126+6.5% |
| Admin fee / account holder | $465 | $7,381-93.7% | $9,162-94.9% | $7,339-93.7% |