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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 | $6,379 | $124,980-94.9% | $108,359-94.1% | $154,746-95.9% |
| Participation rate | 78.9% | 75.2%+3.8pp | 70.1%+8.8pp | 80.7%-1.8pp |
| Annual return | 22.30% | 45.00%-22.7pp | 36.89%-14.6pp | 172.34%-150.0pp |
| Employer contribution / active EE | $2,036 | $2,851-28.6% | $2,399-15.2% | $4,379-53.5% |
| Participant deferral / active EE | $2,167 | $4,743-54.3% | $4,137-47.6% | $6,730-67.8% |
| Admin fee / account holder | $3,022 | $11,502-73.7% | $9,741-69.0% | $14,365-79.0% |