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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 | $3,848 | $75,962-94.9% | $154,111-97.5% | $64,173-94.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.90% | 30.32%-35.2pp | 735.18%-740.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $958 | $3,350-71.4% | $5,298-81.9% | $2,381-59.8% |
| Participant deferral / active EE | $1,179 | $3,175-62.9% | $5,081-76.8% | $3,470-66.0% |
| Admin fee / account holder | $1,721 | $5,589-69.2% | $13,411-87.2% | $4,887-64.8% |