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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 | $4,224 | $39,028-89.2% | $80,741-94.8% | $85,847-95.1% |
| Participation rate | 82.5% | 41.6%+40.9pp | 54.2%+28.3pp | 69.3%+13.2pp |
| Annual return | 16.31% | 26.31%-10.0pp | 87.30%-71.0pp | 318.61%-302.3pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,288 | $1,326-2.8% | $2,145-39.9% | $3,952-67.4% |
| Admin fee / account holder | $402 | $2,429-83.4% | $3,380-88.1% | $6,261-93.6% |