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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 | $10,570 | $63,845-83.4% | $81,370-87.0% | $80,959-86.9% |
| Participation rate | 75.6% | 63.9%+11.7pp | 69.5%+6.1pp | 67.7%+7.9pp |
| Annual return | 10.93% | 16.37%-5.4pp | 24.85%-13.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,379 | $3,093+73.9% | $3,885+38.5% | $4,300+25.1% |
| Admin fee / account holder | $2,679 | $5,688-52.9% | $5,749-53.4% | $6,925-61.3% |