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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 | $3,591 | $89,259-96.0% | $107,187-96.6% | $82,637-95.7% |
| Participation rate | 85.0% | 67.9%+17.1pp | 75.0%+10.0pp | 68.1%+16.9pp |
| Annual return | 16.35% | 21.02%-4.7pp | 204.55%-188.2pp | 53.51%-37.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,050 | $4,037-49.2% | $5,096-59.8% | $4,126-50.3% |
| Admin fee / account holder | $835 | $7,381-88.7% | $9,162-90.9% | $7,339-88.6% |