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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 | $16,196 | $73,787-78.1% | $98,716-83.6% | $82,448-80.4% |
| Participation rate | 70.0% | 61.4%+8.6pp | 69.3%+0.7pp | 68.1%+1.9pp |
| Annual return | 18.71% | 18.57%+0.1pp | 31.81%-13.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,531 | $3,081-50.3% | $4,048-62.2% | $4,139-63.0% |
| Admin fee / account holder | $2,145 | $6,500-67.0% | $8,703-75.4% | $7,234-70.4% |