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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 | $16,214 | $106,524-84.8% | $152,301-89.4% | $87,485-81.5% |
| Participation rate | 95.9% | 75.8%+20.2pp | 82.4%+13.5pp | 68.9%+27.0pp |
| Annual return | 26.62% | 26.89%-0.3pp | 80.50%-53.9pp | 26.06%+0.6pp |
| Employer contribution / active EE | $2,692 | $3,371-20.1% | $4,624-41.8% | $2,596+3.7% |
| Participant deferral / active EE | $3,926 | $6,525-39.8% | $8,004-51.0% | $4,274-8.1% |
| Admin fee / account holder | $1,390 | $8,287-83.2% | $14,398-90.3% | $7,775-82.1% |