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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 | $10,471 | $78,520-86.7% | $96,576-89.2% | $82,448-87.3% |
| Participation rate | 80.0% | 77.7%+2.3pp | 81.4%-1.4pp | 68.1%+11.9pp |
| Annual return | 91.90% | 41.30%+50.6pp | 38.47%+53.4pp | 41.64%+50.3pp |
| Employer contribution / active EE | $2,953 | $2,630+12.3% | $3,553-16.9% | $2,551+15.7% |
| Participant deferral / active EE | $4,079 | $6,754-39.6% | $7,956-48.7% | $4,139-1.4% |
| Admin fee / account holder | $669 | $13,455-95.0% | $11,381-94.1% | $7,234-90.8% |