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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 | $5,620 | $56,197-90.0% | $67,652-91.7% | $59,633-90.6% |
| Participation rate | 76.2% | 71.5%+4.7pp | 75.7%+0.5pp | 68.7%+7.5pp |
| Annual return | -1.91% | 18508.10%-18510.0pp | 6625.40%-6627.3pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $947 | $1,615-41.4% | $2,266-58.2% | $2,203-57.0% |
| Participant deferral / active EE | $2,041 | $2,844-28.2% | $3,560-42.7% | $3,192-36.0% |
| Admin fee / account holder | $1,489 | $3,958-62.4% | $4,821-69.1% | $4,297-65.3% |