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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 | $31,768 | $196,972-83.9% | $182,262-82.6% | $198,609-84.0% |
| Participation rate | 88.9% | 85.7%+3.2pp | 84.2%+4.7pp | 82.4%+6.5pp |
| Annual return | 13.42% | 158.27%-144.9pp | 140.60%-127.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $1,810 | $5,364-66.3% | $5,046-64.1% | $5,055-64.2% |
| Participant deferral / active EE | $5,425 | $8,643-37.2% | $8,276-34.5% | $6,977-22.2% |
| Admin fee / account holder | $2,393 | $18,429-87.0% | $16,712-85.7% | $19,030-87.4% |