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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 | $838 | $22,602-96.3% | $65,583-98.7% | $75,177-98.9% |
| Participation rate | 84.0% | 63.1%+20.9pp | 65.0%+19.0pp | 67.2%+16.8pp |
| Annual return | 18.24% | 71.13%-52.9pp | 47.46%-29.2pp | 160.75%-142.5pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $734 | $1,695-56.7% | $2,833-74.1% | $4,126-82.2% |
| Admin fee / account holder | $350 | $1,877-81.4% | $4,112-91.5% | $5,651-93.8% |