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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 | $8,874 | $40,263-78.0% | $57,347-84.5% | $59,632-85.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -1.06% | 27.50%-28.6pp | 24.40%-25.5pp | 2041.32%-2042.4pp |
| Employer contribution / active EE | $771 | $1,922-59.9% | $2,689-71.3% | $2,203-65.0% |
| Participant deferral / active EE | $964 | $2,400-59.8% | $3,162-69.5% | $3,192-69.8% |
| Admin fee / account holder | $580 | $2,819-79.4% | $3,356-82.7% | $4,297-86.5% |