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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 | $4,615 | $87,166-94.7% | $76,735-94.0% | $137,256-96.6% |
| Participation rate | 71.4% | 74.4%-2.9pp | 69.5%+1.9pp | 80.0%-8.5pp |
| Annual return | 21.16% | 26.50%-5.3pp | 29.77%-8.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,660 | $4,726-64.9% | $4,088-59.4% | $6,407-74.1% |
| Admin fee / account holder | $957 | $8,403-88.6% | $7,189-86.7% | $12,270-92.2% |