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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 | $6,833 | $82,674-91.7% | $125,381-94.6% | $68,486-90.0% |
| Participation rate | 81.1% | 75.1%+6.1pp | 82.4%-1.2pp | 67.9%+13.2pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,397 | $3,382-29.1% | $4,815-50.2% | $2,597-7.7% |
| Participant deferral / active EE | $4,000 | $6,111-34.5% | $7,448-46.3% | $4,028-0.7% |
| Admin fee / account holder | $370 | $6,277-94.1% | $10,007-96.3% | $5,404-93.1% |