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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 | $10,299 | $89,367-88.5% | $141,191-92.7% | $72,975-85.9% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 92.44% | 111.87%-19.4pp | 71.41%+21.0pp | 81.01%+11.4pp |
| Employer contribution / active EE | $1,857 | $3,115-40.4% | $4,736-60.8% | $2,440-23.9% |
| Participant deferral / active EE | $4,548 | $5,419-16.1% | $6,710-32.2% | $3,608+26.1% |
| Admin fee / account holder | $1,274 | $5,957-78.6% | $10,264-87.6% | $5,124-75.1% |