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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 | $1,387 | $70,366-98.0% | $66,674-97.9% | $138,895-99.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 33.81% | 386.41%-352.6pp | 321.24%-287.4pp | 145.39%-111.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,085 | $4,374-75.2% | $4,084-73.4% | $6,396-83.0% |
| Admin fee / account holder | $423 | $5,262-92.0% | $5,098-91.7% | $12,562-96.6% |