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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 | $13,724 | $82,678-83.4% | $125,391-89.1% | $68,490-80.0% |
| Participation rate | 84.8% | 75.1%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | -16.63% | -5.97%-10.7pp | 572.41%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,683 | $6,111+107.5% | $7,448+70.3% | $4,028+214.9% |
| Admin fee / account holder | $2,747 | $6,277-56.2% | $10,009-72.6% | $5,403-49.2% |