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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 | $13,737 | $106,864-87.1% | $147,318-90.7% | $82,637-83.4% |
| Participation rate | 89.2% | 75.5%+13.7pp | 82.1%+7.1pp | 68.1%+21.1pp |
| Annual return | 49.05% | 27.49%+21.6pp | 70.43%-21.4pp | 53.51%-4.5pp |
| Employer contribution / active EE | $2,434 | $3,417-28.8% | $4,593-47.0% | $2,552-4.6% |
| Participant deferral / active EE | $4,222 | $6,496-35.0% | $7,906-46.6% | $4,126+2.3% |
| Admin fee / account holder | $809 | $8,415-90.4% | $13,708-94.1% | $7,339-89.0% |