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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 | $4,382 | $82,674-94.7% | $125,381-96.5% | $68,486-93.6% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -3.14% | -5.97%+2.8pp | 572.31%-575.5pp | -7.85%+4.7pp |
| Employer contribution / active EE | $2,192 | $3,382-35.2% | $4,815-54.5% | $2,597-15.6% |
| Participant deferral / active EE | $3,499 | $6,111-42.7% | $7,448-53.0% | $4,028-13.1% |
| Admin fee / account holder | $1,043 | $6,277-83.4% | $10,007-89.6% | $5,404-80.7% |