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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 | $6,971 | $73,787-90.6% | $98,716-92.9% | $82,448-91.5% |
| Participation rate | 84.0% | 61.4%+22.6pp | 69.3%+14.7pp | 68.1%+15.9pp |
| Annual return | 13.98% | 18.57%-4.6pp | 31.81%-17.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,237 | $3,081-59.8% | $4,048-69.4% | $4,139-70.1% |
| Admin fee / account holder | $307 | $6,500-95.3% | $8,703-96.5% | $7,234-95.8% |