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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 | $26,202 | $95,453-72.5% | $112,040-76.6% | $82,448-68.2% |
| Participation rate | 84.8% | 72.8%+12.0pp | 76.5%+8.3pp | 68.1%+16.7pp |
| Annual return | 17.09% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,107 | $4,224+68.3% | $5,098+39.4% | $4,139+71.7% |
| Admin fee / account holder | $2,991 | $9,013-66.8% | $12,098-75.3% | $7,234-58.7% |