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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 | $12,887 | $46,072-72.0% | $69,779-81.5% | $55,167-76.6% |
| Participation rate | 72.8% | 67.5%+5.3pp | 71.8%+1.0pp | 69.0%+3.8pp |
| Annual return | 0.00% | 8.68%-8.7pp | 12.99%-13.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,192 | $1,500-20.5% | $2,338-49.0% | $1,963-39.2% |
| Participant deferral / active EE | $1,709 | $2,344-27.1% | $2,931-41.7% | $3,054-44.1% |
| Admin fee / account holder | $1,046 | $428+144.5% | $4,381-76.1% | $504+107.5% |