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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 | $2,205 | $81,504-97.3% | $102,437-97.8% | $80,959-97.3% |
| Participation rate | 88.5% | 66.9%+21.6pp | 74.5%+14.0pp | 67.7%+20.8pp |
| Annual return | 19.31% | 25.60%-6.3pp | 24.95%-5.6pp | 35.67%-16.4pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,864 | $3,871-51.8% | $5,060-63.2% | $4,300-56.7% |
| Admin fee / account holder | $498 | $6,719-92.6% | $8,388-94.1% | $6,925-92.8% |