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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 | $3,610 | $55,902-93.5% | $76,030-95.3% | $80,959-95.5% |
| Participation rate | 84.2% | 62.1%+22.1pp | 69.1%+15.1pp | 67.7%+16.5pp |
| Annual return | 10.71% | 20.59%-9.9pp | 361.54%-350.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,251 | $3,051-26.2% | $4,257-47.1% | $4,300-47.7% |
| Admin fee / account holder | $1,069 | $5,239-79.6% | $6,421-83.4% | $6,925-84.6% |