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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 | $17,574 | $107,421-83.6% | $182,262-90.4% | $94,015-81.3% |
| Participation rate | 98.0% | 77.8%+20.2pp | 84.2%+13.7pp | 70.8%+27.1pp |
| Annual return | 48.10% | 21.32%+26.8pp | 140.60%-92.5pp | 17.84%+30.3pp |
| Employer contribution / active EE | $2,138 | $3,448-38.0% | $5,046-57.6% | $2,790-23.4% |
| Participant deferral / active EE | $2,915 | $6,558-55.6% | $8,276-64.8% | $4,249-31.4% |
| Admin fee / account holder | $1,109 | $8,692-87.2% | $16,712-93.4% | $8,951-87.6% |