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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 | $14,767 | $89,370-83.5% | $141,197-89.5% | $72,976-79.8% |
| Participation rate | 96.8% | 75.1%+21.6pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $981 | $3,115-68.5% | $4,736-79.3% | $2,440-59.8% |
| Participant deferral / active EE | $3,330 | $5,419-38.5% | $6,710-50.4% | $3,608-7.7% |
| Admin fee / account holder | $2,009 | $5,957-66.3% | $10,265-80.4% | $5,124-60.8% |