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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 | $14,190 | $88,672-84.0% | $105,223-86.5% | $82,448-82.8% |
| Participation rate | 96.0% | 67.9%+28.1pp | 75.0%+21.0pp | 68.1%+27.9pp |
| Annual return | 26.44% | 30.86%-4.4pp | 180.65%-154.2pp | 41.64%-15.2pp |
| Employer contribution / active EE | $3,385 | $3,048+11.1% | $3,689-8.2% | $2,551+32.7% |
| Participant deferral / active EE | $2,050 | $4,036-49.2% | $5,072-59.6% | $4,139-50.5% |
| Admin fee / account holder | $908 | $7,146-87.3% | $8,859-89.8% | $7,234-87.5% |