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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 | $48,011-91.3% | $63,803-93.5% | $82,637-94.9% |
| Participation rate | 80.0% | 66.6%+13.4pp | 72.7%+7.3pp | 68.1%+11.9pp |
| Annual return | 26.72% | 19.84%+6.9pp | 543.72%-517.0pp | 53.51%-26.8pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,487 | $2,846-12.6% | $3,843-35.3% | $4,126-39.7% |
| Admin fee / account holder | $1,350 | $3,873-65.1% | $5,196-74.0% | $7,339-81.6% |