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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 | $10,400 | $93,598-88.9% | $135,974-92.4% | $75,173-86.2% |
| Participation rate | 81.3% | 75.2%+6.1pp | 81.9%-0.7pp | 67.2%+14.0pp |
| Annual return | 35.89% | 30.89%+5.0pp | 68.30%-32.4pp | 160.72%-124.8pp |
| Employer contribution / active EE | $2,685 | $3,538-24.1% | $4,859-44.7% | $2,671+0.5% |
| Participant deferral / active EE | $4,326 | $6,405-32.5% | $7,760-44.3% | $4,126+4.8% |
| Admin fee / account holder | $1,800 | $6,978-74.2% | $10,767-83.3% | $5,651-68.1% |