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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 | $58,627-89.0% | $76,735-91.6% | $82,448-92.2% |
| Participation rate | 80.2% | 63.2%+17.0pp | 69.5%+10.7pp | 68.1%+12.2pp |
| Annual return | 33.81% | 39.10%-5.3pp | 29.77%+4.0pp | 41.64%-7.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,850 | $3,134-40.9% | $4,088-54.7% | $4,139-55.3% |
| Admin fee / account holder | $957 | $5,323-82.0% | $7,189-86.7% | $7,234-86.8% |