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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 | $16,378 | $88,672-81.5% | $105,223-84.4% | $82,448-80.1% |
| Participation rate | 87.9% | 67.9%+20.0pp | 75.0%+12.8pp | 68.1%+19.8pp |
| Annual return | 17.62% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,627 | $4,036-34.9% | $5,072-48.2% | $4,139-36.5% |
| Admin fee / account holder | $515 | $7,146-92.8% | $8,859-94.2% | $7,234-92.9% |