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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 | $9,177 | $81,476-88.7% | $102,383-91.0% | $80,925-88.7% |
| Participation rate | 77.8% | 66.8%+10.9pp | 74.5%+3.3pp | 67.7%+10.1pp |
| Annual return | 15.38% | 25.59%-10.2pp | 24.94%-9.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,326 | $3,871-39.9% | $5,060-54.0% | $4,299-45.9% |
| Admin fee / account holder | $744 | $6,717-88.9% | $8,391-91.1% | $6,940-89.3% |