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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 | $9,152 | $82,882-89.0% | $127,803-92.8% | $72,983-87.5% |
| Participation rate | 98.0% | 71.5%+26.5pp | 79.0%+18.9pp | 69.5%+28.5pp |
| Annual return | 73.29% | 32.20%+41.1pp | 26.14%+47.1pp | 81.01%-7.7pp |
| Employer contribution / active EE | $3,130 | $3,346-6.5% | $4,576-31.6% | $2,440+28.3% |
| Participant deferral / active EE | $4,194 | $4,791-12.5% | $6,023-30.4% | $3,608+16.3% |
| Admin fee / account holder | $1,522 | $6,487-76.5% | $9,399-83.8% | $5,124-70.3% |