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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 | $14,367 | $80,983-82.3% | $96,544-85.1% | $75,177-80.9% |
| Participation rate | 98.1% | 71.8%+26.4pp | 76.0%+22.2pp | 67.2%+30.9pp |
| Annual return | 49.04% | 27.05%+22.0pp | 25.88%+23.2pp | 160.75%-111.7pp |
| Employer contribution / active EE | $2,810 | $2,282+23.1% | $2,966-5.3% | $2,671+5.2% |
| Participant deferral / active EE | $4,918 | $3,929+25.2% | $4,851+1.4% | $4,126+19.2% |
| Admin fee / account holder | $1,660 | $6,717-75.3% | $8,254-79.9% | $5,651-70.6% |