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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 | $12,361 | $162,136-92.4% | $152,301-91.9% | $154,746-92.0% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 26.82% | 91.02%-64.2pp | 80.50%-53.7pp | 172.34%-145.5pp |
| Employer contribution / active EE | $2,169 | $4,890-55.6% | $4,624-53.1% | $4,379-50.5% |
| Participant deferral / active EE | $3,680 | $8,341-55.9% | $8,004-54.0% | $6,730-45.3% |
| Admin fee / account holder | $1,486 | $15,759-90.6% | $14,398-89.7% | $14,365-89.7% |