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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 | $3,905 | $45,872-91.5% | $77,100-94.9% | $68,490-94.3% |
| Participation rate | 79.1% | 55.9%+23.1pp | 67.9%+11.1pp | 67.9%+11.2pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,546 | $1,650-6.3% | $2,815-45.1% | $2,597-40.5% |
| Participant deferral / active EE | $1,859 | $2,963-37.2% | $4,430-58.0% | $4,028-53.8% |
| Admin fee / account holder | $383 | $3,041-87.4% | $5,443-93.0% | $5,403-92.9% |