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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 | $11,079 | $110,083-89.9% | $151,645-92.7% | $68,490-83.8% |
| Participation rate | 86.8% | 84.0%+2.8pp | 87.5%-0.7pp | 67.9%+18.9pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.34%-3.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,466 | $4,470-22.5% | $6,165-43.8% | $2,597+33.5% |
| Participant deferral / active EE | $8,033 | $6,526+23.1% | $8,363-3.9% | $4,028+99.4% |
| Admin fee / account holder | $1,841 | $7,718-76.1% | $11,614-84.1% | $5,403-65.9% |