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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 | $4,177 | $47,479-91.2% | $62,929-93.4% | $82,448-94.9% |
| Participation rate | 80.0% | 66.9%+13.1pp | 73.1%+6.9pp | 68.1%+11.9pp |
| Annual return | 26.72% | 20.34%+6.4pp | 1063.93%-1037.2pp | 41.64%-14.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,487 | $2,870-13.3% | $3,888-36.0% | $4,139-39.9% |
| Admin fee / account holder | $1,350 | $3,804-64.5% | $5,065-73.3% | $7,234-81.3% |