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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 | $11,451 | $97,550-88.3% | $120,344-90.5% | $87,485-86.9% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.7%+21.6pp | 68.9%+29.3pp |
| Annual return | 30.59% | 18.41%+12.2pp | 20.30%+10.3pp | 26.06%+4.5pp |
| Employer contribution / active EE | $2,012 | $2,291-12.1% | $3,020-33.4% | $2,596-22.5% |
| Participant deferral / active EE | $2,658 | $4,230-37.2% | $5,135-48.2% | $4,274-37.8% |
| Admin fee / account holder | $925 | $9,543-90.3% | $12,742-92.7% | $7,775-88.1% |