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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 | $8,612 | $165,939-94.8% | $122,354-93.0% | $147,585-94.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 34.56%-34.6pp | 30.28%-30.3pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,699 | $5,754-70.5% | $4,051-58.1% | $4,876-65.2% |
| Participant deferral / active EE | $6,507 | $4,005+62.5% | $3,287+98.0% | $5,439+19.6% |
| Admin fee / account holder | $403 | $7,425-94.6% | $5,479-92.7% | $10,886-96.3% |