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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 | $9,572 | $49,177-80.5% | $79,466-88.0% | $64,173-85.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -1.50% | -1.16%-0.3pp | 718.28%-719.8pp | 7.63%-9.1pp |
| Employer contribution / active EE | $1,128 | $2,076-45.7% | $2,800-59.7% | $2,381-52.6% |
| Participant deferral / active EE | $1,417 | $2,821-49.8% | $3,704-61.7% | $3,470-59.2% |
| Admin fee / account holder | $6,147 | $3,839+60.1% | $5,104+20.4% | $4,887+25.8% |