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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 | $6,471 | $69,444-90.7% | $92,985-93.0% | $87,485-92.6% |
| Participation rate | 80.2% | 63.3%+17.0pp | 69.5%+10.8pp | 68.9%+11.3pp |
| Annual return | 33.81% | 23.85%+10.0pp | 27.99%+5.8pp | 26.06%+7.7pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,850 | $3,364-45.0% | $4,377-57.7% | $4,274-56.7% |
| Admin fee / account holder | $957 | $6,137-84.4% | $9,463-89.9% | $7,775-87.7% |