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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 | $14,768 | $89,367-83.5% | $141,191-89.5% | $72,975-79.8% |
| Participation rate | 75.8% | 75.1%+0.6pp | 82.5%-6.7pp | 69.5%+6.3pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,616 | $3,115-16.0% | $4,736-44.8% | $2,440+7.2% |
| Participant deferral / active EE | $6,832 | $5,419+26.1% | $6,710+1.8% | $3,608+89.4% |
| Admin fee / account holder | $486 | $5,957-91.8% | $10,264-95.3% | $5,124-90.5% |