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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 | $1,660 | $87,166-98.1% | $76,735-97.8% | $137,256-98.8% |
| Participation rate | 86.7% | 74.4%+12.3pp | 69.5%+17.2pp | 80.0%+6.7pp |
| Annual return | 14.80% | 26.50%-11.7pp | 29.77%-15.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,128 | $4,726-76.1% | $4,088-72.4% | $6,407-82.4% |
| Admin fee / account holder | $368 | $8,403-95.6% | $7,189-94.9% | $12,270-97.0% |