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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 | $19,135 | $76,834-75.1% | $108,359-82.3% | $87,485-78.1% |
| Participation rate | 71.0% | 61.7%+9.3pp | 70.1%+0.9pp | 68.9%+2.1pp |
| Annual return | 13.56% | 19.09%-5.5pp | 36.89%-23.3pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,614 | $3,100-47.9% | $4,137-61.0% | $4,274-62.2% |
| Admin fee / account holder | $1,069 | $6,537-83.7% | $9,741-89.0% | $7,775-86.3% |