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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 | $11,214 | $95,453-88.3% | $112,040-90.0% | $82,448-86.4% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.5%+19.9pp | 68.1%+28.4pp |
| Annual return | 26.47% | 23.92%+2.5pp | 24.52%+2.0pp | 41.64%-15.2pp |
| Employer contribution / active EE | $778 | $2,318-66.4% | $2,954-73.7% | $2,551-69.5% |
| Participant deferral / active EE | $5,098 | $4,224+20.7% | $5,0980% | $4,139+23.2% |
| Admin fee / account holder | $1,095 | $9,013-87.9% | $12,098-91.0% | $7,234-84.9% |