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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 | $11,753 | $49,791-76.4% | $78,210-85.0% | $70,126-83.2% |
| Participation rate | 75.9% | 62.3%+13.6pp | 68.7%+7.1pp | 69.5%+6.3pp |
| Annual return | 22.09% | 20.75%+1.3pp | 40.90%-18.8pp | 73.15%-51.1pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,106 | $2,150+91.0% | $2,823+45.5% | $3,332+23.2% |
| Admin fee / account holder | $391 | $3,181-87.7% | $3,758-89.6% | $4,645-91.6% |