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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 | $5,259 | $77,901-93.2% | $149,717-96.5% | $75,181-93.0% |
| Participation rate | 71.1% | 65.6%+5.5pp | 78.8%-7.7pp | 67.2%+3.9pp |
| Annual return | 24.17% | 31.73%-7.6pp | 134.41%-110.2pp | 160.69%-136.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,622 | $3,411-23.1% | $5,682-53.9% | $4,126-36.5% |
| Admin fee / account holder | $878 | $5,949-85.2% | $13,213-93.4% | $5,650-84.5% |