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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 | $34,189 | $101,950-66.5% | $125,529-72.8% | $86,983-60.7% |
| Participation rate | 76.0% | 70.2%+5.8pp | 74.7%+1.3pp | 69.5%+6.5pp |
| Annual return | 44.43% | 18.29%+26.1pp | 202.56%-158.1pp | 25.83%+18.6pp |
| Employer contribution / active EE | $1,956 | $2,358-17.1% | $3,058-36.0% | $2,584-24.3% |
| Participant deferral / active EE | $4,126 | $3,862+6.8% | $4,813-14.3% | $4,194-1.6% |
| Admin fee / account holder | $611 | $12,791-95.2% | $16,298-96.3% | $7,856-92.2% |