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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 | $2,360 | $63,354-96.3% | $94,105-97.5% | $82,637-97.1% |
| Participation rate | 72.2% | 63.8%+8.4pp | 71.9%+0.3pp | 68.1%+4.2pp |
| Annual return | 19.91% | 34.36%-14.4pp | 204.55%-184.6pp | 53.51%-33.6pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $807 | $2,873-71.9% | $3,881-79.2% | $4,126-80.4% |
| Admin fee / account holder | $315 | $5,073-93.8% | $6,199-94.9% | $7,339-95.7% |