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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 | $4,495 | $57,119-92.1% | $85,187-94.7% | $80,935-94.4% |
| Participation rate | 82.5% | 56.4%+26.1pp | 67.5%+15.0pp | 67.7%+14.9pp |
| Annual return | 15.63% | 21.70%-6.1pp | 66.67%-51.0pp | 35.66%-20.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,892 | $3,115-7.2% | $4,525-36.1% | $4,299-32.7% |
| Admin fee / account holder | $1,009 | $4,990-79.8% | $6,162-83.6% | $6,924-85.4% |