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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 | $20,798 | $89,367-76.7% | $141,191-85.3% | $72,975-71.5% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 38.16% | 111.87%-73.7pp | 71.41%-33.3pp | 81.01%-42.9pp |
| Employer contribution / active EE | $4,238 | $3,115+36.1% | $4,736-10.5% | $2,440+73.7% |
| Participant deferral / active EE | $10,727 | $5,419+98.0% | $6,710+59.9% | $3,608+197.3% |
| Admin fee / account holder | $2,831 | $5,957-52.5% | $10,264-72.4% | $5,124-44.8% |