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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 | $21,313 | $106,864-80.1% | $147,318-85.5% | $82,637-74.2% |
| Participation rate | 73.9% | 75.5%-1.6pp | 82.1%-8.2pp | 68.1%+5.9pp |
| Annual return | 16.24% | 27.49%-11.3pp | 70.43%-54.2pp | 53.51%-37.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,310 | $6,496-2.9% | $7,906-20.2% | $4,126+52.9% |
| Admin fee / account holder | $2,556 | $8,415-69.6% | $13,708-81.4% | $7,339-65.2% |