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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 | $9,322 | $101,795-90.8% | $165,100-94.4% | $80,959-88.5% |
| Participation rate | 78.9% | 71.8%+7.1pp | 78.6%+0.3pp | 67.7%+11.3pp |
| Annual return | 14.54% | 16.73%-2.2pp | 70.21%-55.7pp | 35.67%-21.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,056 | $4,476-31.7% | $6,035-49.4% | $4,300-28.9% |
| Admin fee / account holder | $853 | $8,221-89.6% | $12,696-93.3% | $6,925-87.7% |