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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 | $11,827 | $74,535-84.1% | $100,712-88.3% | $82,637-85.7% |
| Participation rate | 84.0% | 61.2%+22.8pp | 69.3%+14.7pp | 68.1%+15.9pp |
| Annual return | 13.70% | 18.92%-5.2pp | 33.27%-19.6pp | 53.51%-39.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,658 | $3,074+51.5% | $4,085+14.0% | $4,126+12.9% |
| Admin fee / account holder | $753 | $6,576-88.5% | $9,256-91.9% | $7,339-89.7% |