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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 | $15,346 | $94,031-83.7% | $115,768-86.7% | $82,448-81.4% |
| Participation rate | 93.5% | 70.4%+23.1pp | 74.4%+19.2pp | 68.1%+25.5pp |
| Annual return | 42.03% | 20.61%+21.4pp | 100.46%-58.4pp | 41.64%+0.4pp |
| Employer contribution / active EE | $2,500 | $2,323+7.6% | $2,940-15.0% | $2,551-2.0% |
| Participant deferral / active EE | $3,337 | $3,972-16.0% | $4,917-32.1% | $4,139-19.4% |
| Admin fee / account holder | $1,790 | $10,249-82.5% | $12,439-85.6% | $7,234-75.3% |