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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 | $14,467 | $89,367-83.8% | $141,191-89.8% | $72,975-80.2% |
| Participation rate | 97.4% | 75.1%+22.2pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 39.08% | 111.87%-72.8pp | 71.41%-32.3pp | 81.01%-41.9pp |
| Employer contribution / active EE | $2,318 | $3,115-25.6% | $4,736-51.1% | $2,440-5.0% |
| Participant deferral / active EE | $6,826 | $5,419+26.0% | $6,710+1.7% | $3,608+89.2% |
| Admin fee / account holder | $1,661 | $5,957-72.1% | $10,264-83.8% | $5,124-67.6% |