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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 | $15,558 | $74,535-79.1% | $100,712-84.6% | $82,637-81.2% |
| Participation rate | 73.2% | 61.2%+12.0pp | 69.3%+3.9pp | 68.1%+5.1pp |
| Annual return | 18.25% | 18.92%-0.7pp | 33.27%-15.0pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,407 | $3,074-21.7% | $4,085-41.1% | $4,126-41.7% |
| Admin fee / account holder | $2,747 | $6,576-58.2% | $9,256-70.3% | $7,339-62.6% |