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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 | $14,311 | $117,433-87.8% | $99,475-85.6% | $152,897-90.6% |
| Participation rate | 71.4% | 77.5%-6.1pp | 73.8%-2.4pp | 82.5%-11.0pp |
| Annual return | 23.21% | 31.87%-8.7pp | 30.72%-7.5pp | 345.43%-322.2pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,414 | $4,086-65.4% | $3,619-60.9% | $5,851-75.8% |
| Admin fee / account holder | $672 | $7,634-91.2% | $6,252-89.2% | $11,599-94.2% |