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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 | $10,271 | $88,672-88.4% | $105,223-90.2% | $82,448-87.5% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 20.51% | 30.86%-10.3pp | 180.65%-160.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,606 | $3,048-14.5% | $3,689-29.3% | $2,551+2.2% |
| Participant deferral / active EE | $3,165 | $4,036-21.6% | $5,072-37.6% | $4,139-23.5% |
| Admin fee / account holder | $408 | $7,146-94.3% | $8,859-95.4% | $7,234-94.4% |