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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 | $8,710 | $52,911-83.5% | $73,309-88.1% | $59,633-85.4% |
| Participation rate | 81.6% | 68.2%+13.4pp | 74.9%+6.7pp | 68.7%+12.9pp |
| Annual return | 0.00% | 12.20%-12.2pp | 5.67%-5.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $2,614 | $1,909+37.0% | $3,237-19.2% | $2,203+18.7% |
| Participant deferral / active EE | $3,219 | $4,069-20.9% | $4,991-35.5% | $3,192+0.9% |
| Admin fee / account holder | $443 | $3,835-88.4% | $5,635-92.1% | $4,297-89.7% |