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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 | $9,921 | $136,860-92.8% | $120,344-91.8% | $154,746-93.6% |
| Participation rate | 77.8% | 79.9%-2.1pp | 76.7%+1.1pp | 80.7%-2.9pp |
| Annual return | 18.87% | 21.38%-2.5pp | 20.30%-1.4pp | 172.34%-153.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,565 | $5,793-55.7% | $5,135-50.0% | $6,730-61.9% |
| Admin fee / account holder | $2,143 | $15,393-86.1% | $12,742-83.2% | $14,365-85.1% |