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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 | $10,621 | $81,476-87.0% | $102,383-89.6% | $80,925-86.9% |
| Participation rate | 90.3% | 66.8%+23.5pp | 74.5%+15.8pp | 67.7%+22.7pp |
| Annual return | 44.78% | 25.59%+19.2pp | 24.94%+19.8pp | 35.65%+9.1pp |
| Employer contribution / active EE | $2,641 | $3,105-14.9% | $3,870-31.8% | $2,756-4.2% |
| Participant deferral / active EE | $2,830 | $3,871-26.9% | $5,060-44.1% | $4,299-34.2% |
| Admin fee / account holder | $955 | $6,717-85.8% | $8,391-88.6% | $6,940-86.2% |