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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 | $6,597 | $74,535-91.1% | $100,712-93.4% | $82,637-92.0% |
| Participation rate | 72.0% | 61.2%+10.8pp | 69.3%+2.7pp | 68.1%+3.9pp |
| Annual return | 23.72% | 18.92%+4.8pp | 33.27%-9.5pp | 53.51%-29.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,890 | $3,074-38.5% | $4,085-53.7% | $4,126-54.2% |
| Admin fee / account holder | $2,020 | $6,576-69.3% | $9,256-78.2% | $7,339-72.5% |