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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 | $30,986 | $79,045-60.8% | $100,378-69.1% | $74,429-58.4% |
| Participation rate | 77.7% | 79.4%-1.8pp | 81.5%-3.8pp | 67.2%+10.5pp |
| Annual return | 29.73% | 20.61%+9.1pp | 49.41%-19.7pp | 1368.38%-1338.6pp |
| Employer contribution / active EE | $3,229 | $3,015+7.1% | $3,942-18.1% | $2,625+23.0% |
| Participant deferral / active EE | $7,155 | $7,751-7.7% | $8,087-11.5% | $4,348+64.5% |
| Admin fee / account holder | $447 | $1,335-66.5% | $7,899-94.3% | $1,944-77.0% |