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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 | $12,095 | $77,817-84.5% | $123,553-90.2% | $64,173-81.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.27% | 12.49%-18.8pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,860 | $3,014-38.3% | $4,628-59.8% | $2,381-21.9% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $352 | $5,519-93.6% | $9,284-96.2% | $4,887-92.8% |