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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 | $5,454 | $47,479-88.5% | $62,929-91.3% | $82,448-93.4% |
| Participation rate | 79.1% | 66.9%+12.2pp | 73.1%+6.0pp | 68.1%+11.0pp |
| Annual return | 17.75% | 20.34%-2.6pp | 1063.93%-1046.2pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,775 | $2,870-38.2% | $3,888-54.4% | $4,139-57.1% |
| Admin fee / account holder | $672 | $3,804-82.3% | $5,065-86.7% | $7,234-90.7% |