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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 | $4,241 | $72,272-94.1% | $101,264-95.8% | $79,858-94.7% |
| Participation rate | 86.2% | 68.5%+17.7pp | 75.8%+10.4pp | 69.6%+16.6pp |
| Annual return | 22.86% | 22.30%+0.6pp | 46.48%-23.6pp | 31.72%-8.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,590 | $3,282-51.6% | $4,370-63.6% | $3,740-57.5% |
| Admin fee / account holder | $517 | $4,401-88.2% | $5,947-91.3% | $5,306-90.2% |