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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 | $11,105 | $124,425-91.1% | $112,040-90.1% | $137,256-91.9% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 25.08% | 24.72%+0.4pp | 24.52%+0.6pp | 220.34%-195.3pp |
| Employer contribution / active EE | $2,513 | $3,411-26.3% | $2,954-14.9% | $4,156-39.5% |
| Participant deferral / active EE | $3,749 | $5,718-34.4% | $5,098-26.4% | $6,407-41.5% |
| Admin fee / account holder | $2,212 | $15,207-85.5% | $12,098-81.7% | $12,270-82.0% |