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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 | $3,457 | $67,894-94.9% | $89,340-96.1% | $82,448-95.8% |
| Participation rate | 81.4% | 64.0%+17.3pp | 69.6%+11.8pp | 68.1%+13.3pp |
| Annual return | 27.06% | 19.21%+7.9pp | 20.57%+6.5pp | 41.64%-14.6pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,317 | $3,072-24.6% | $3,823-39.4% | $4,139-44.0% |
| Admin fee / account holder | $580 | $5,723-89.9% | $6,704-91.4% | $7,234-92.0% |