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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 | $9,491 | $110,337-91.4% | $102,383-90.7% | $145,877-93.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 24.83% | 24.83%0pp | 24.94%-0.1pp | 551.28%-526.4pp |
| Employer contribution / active EE | $1,628 | $4,216-61.4% | $3,870-57.9% | $4,663-65.1% |
| Participant deferral / active EE | $3,397 | $5,621-39.6% | $5,060-32.9% | $6,691-49.2% |
| Admin fee / account holder | $1,009 | $9,750-89.7% | $8,391-88.0% | $13,402-92.5% |