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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 | $9,913 | $71,215-86.1% | $93,696-89.4% | $80,935-87.8% |
| Participation rate | 85.0% | 60.4%+24.6pp | 68.7%+16.3pp | 67.7%+17.3pp |
| Annual return | 13.78% | 11.27%+2.5pp | 133.74%-120.0pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,826 | $4,037-30.0% | $4,417-36.0% | $4,299-34.3% |
| Admin fee / account holder | $708 | $6,958-89.8% | $8,287-91.5% | $6,924-89.8% |