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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 | $17,635 | $106,749-83.5% | $145,433-87.9% | $82,448-78.6% |
| Participation rate | 97.0% | 75.6%+21.3pp | 82.1%+14.9pp | 68.1%+28.9pp |
| Annual return | 25.07% | 27.59%-2.5pp | 66.58%-41.5pp | 41.64%-16.6pp |
| Employer contribution / active EE | $3,906 | $3,444+13.4% | $4,554-14.2% | $2,551+53.1% |
| Participant deferral / active EE | $3,825 | $6,519-41.3% | $7,897-51.6% | $4,139-7.6% |
| Admin fee / account holder | $1,357 | $8,390-83.8% | $13,129-89.7% | $7,234-81.2% |