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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 | $9,444 | $73,955-87.2% | $96,520-90.2% | $75,181-87.4% |
| Participation rate | 97.9% | 66.4%+31.5pp | 74.3%+23.6pp | 67.2%+30.7pp |
| Annual return | 17.40% | 26.72%-9.3pp | 35.72%-18.3pp | 160.69%-143.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,200 | $3,659-39.9% | $4,879-54.9% | $4,126-46.7% |
| Admin fee / account holder | $700 | $5,217-86.6% | $6,733-89.6% | $5,650-87.6% |