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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 | $10,155 | $115,225-91.2% | $100,712-89.9% | $138,895-92.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 13.55% | 40.35%-26.8pp | 33.27%-19.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,589 | $4,699-23.6% | $4,085-12.2% | $6,396-43.9% |
| Admin fee / account holder | $4,431 | $10,844-59.1% | $9,256-52.1% | $12,562-64.7% |