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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 | $10,415 | $86,922-88.0% | $102,438-89.8% | $80,874-87.1% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 59.50% | 18.90%+40.6pp | 29.37%+30.1pp | 35.62%+23.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,204 | $4,119-46.5% | $5,054-56.4% | $4,297-48.7% |
| Admin fee / account holder | $319 | $8,050-96.0% | $9,448-96.6% | $6,935-95.4% |