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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 | $14,672 | $156,398-90.6% | $147,318-90.0% | $138,895-89.4% |
| Participation rate | 86.4% | 83.8%+2.6pp | 82.1%+4.3pp | 79.9%+6.4pp |
| Annual return | 28.18% | 78.75%-50.6pp | 70.43%-42.3pp | 145.39%-117.2pp |
| Employer contribution / active EE | $2,412 | $4,853-50.3% | $4,593-47.5% | $4,194-42.5% |
| Participant deferral / active EE | $2,585 | $8,237-68.6% | $7,906-67.3% | $6,396-59.6% |
| Admin fee / account holder | $1,040 | $14,976-93.1% | $13,708-92.4% | $12,562-91.7% |