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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 | $13,168 | $61,660-78.6% | $80,022-83.5% | $64,173-79.5% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 4.10% | -0.33%+4.4pp | 11.22%-7.1pp | 7.63%-3.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,069 | $2,968+37.1% | $3,686+10.4% | $3,470+17.3% |
| Admin fee / account holder | $1,669 | $5,417-69.2% | $6,521-74.4% | $4,887-65.9% |