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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 | $14,029 | $72,607-80.7% | $90,259-84.5% | $87,485-84.0% |
| Participation rate | 73.5% | 64.8%+8.7pp | 70.7%+2.7pp | 68.9%+4.6pp |
| Annual return | 14.50% | 18.59%-4.1pp | 18.88%-4.4pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,885 | $3,055-5.6% | $3,827-24.6% | $4,274-32.5% |
| Admin fee / account holder | $925 | $5,947-84.5% | $7,267-87.3% | $7,775-88.1% |