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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 | $8,304 | $75,959-89.1% | $154,114-94.6% | $64,181-87.1% |
| Participation rate | 75.4% | 70.4%+5.0pp | 83.0%-7.7pp | 69.6%+5.8pp |
| Annual return | -2.35% | 30.32%-32.7pp | 735.16%-737.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,206 | $3,350-34.2% | $5,298-58.4% | $2,381-7.4% |
| Participant deferral / active EE | $2,880 | $3,175-9.3% | $5,081-43.3% | $3,470-17.0% |
| Admin fee / account holder | $1,227 | $5,589-78.1% | $13,411-90.9% | $4,887-74.9% |