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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 | $13,206 | $73,787-82.1% | $98,716-86.6% | $82,448-84.0% |
| Participation rate | 88.9% | 61.4%+27.5pp | 69.3%+19.6pp | 68.1%+20.8pp |
| Annual return | 19.05% | 18.57%+0.5pp | 31.81%-12.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,735 | $3,081-11.2% | $4,048-32.4% | $4,139-33.9% |
| Admin fee / account holder | $712 | $6,500-89.0% | $8,703-91.8% | $7,234-90.2% |