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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 | $14,197 | $95,404-85.1% | $113,397-87.5% | $82,637-82.8% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.5%+5.3pp | 68.1%+13.8pp |
| Annual return | 33.80% | 19.08%+14.7pp | 23.20%+10.6pp | 53.51%-19.7pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,155 | $4,220-1.5% | $5,076-18.1% | $4,126+0.7% |
| Admin fee / account holder | $656 | $9,168-92.8% | $11,957-94.5% | $7,339-91.1% |