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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 | $10,464 | $75,828-86.2% | $147,617-92.9% | $59,632-82.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.07% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.32%-2041.2pp |
| Employer contribution / active EE | $401 | $3,485-88.5% | $5,565-92.8% | $2,203-81.8% |
| Participant deferral / active EE | $1,052 | $3,130-66.4% | $4,895-78.5% | $3,192-67.0% |
| Admin fee / account holder | $710 | $5,985-88.1% | $11,611-93.9% | $4,297-83.5% |