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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 | $15,683 | $89,370-82.5% | $141,197-88.9% | $72,976-78.5% |
| Participation rate | 84.6% | 75.1%+9.5pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 25.72% | 111.88%-86.2pp | 71.41%-45.7pp | 81.02%-55.3pp |
| Employer contribution / active EE | $2,607 | $3,115-16.3% | $4,736-45.0% | $2,440+6.8% |
| Participant deferral / active EE | $4,358 | $5,419-19.6% | $6,710-35.1% | $3,608+20.8% |
| Admin fee / account holder | $625 | $5,957-89.5% | $10,265-93.9% | $5,124-87.8% |