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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 | $20,196 | $106,864-81.1% | $147,318-86.3% | $82,637-75.6% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.1%+16.5pp | 68.1%+30.6pp |
| Annual return | 46.30% | 27.49%+18.8pp | 70.43%-24.1pp | 53.51%-7.2pp |
| Employer contribution / active EE | $2,067 | $3,417-39.5% | $4,593-55.0% | $2,552-19.0% |
| Participant deferral / active EE | $5,475 | $6,496-15.7% | $7,906-30.8% | $4,126+32.7% |
| Admin fee / account holder | $934 | $8,415-88.9% | $13,708-93.2% | $7,339-87.3% |