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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 | $2,147 | $106,247-98.0% | $96,515-97.8% | $139,466-98.5% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 26.49% | 38.47%-12.0pp | 35.73%-9.2pp | 373.66%-347.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,566 | $5,456-71.3% | $4,880-67.9% | $6,712-76.7% |
| Admin fee / account holder | $614 | $7,885-92.2% | $6,735-90.9% | $11,409-94.6% |