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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 | $36,104 | $125,797-71.3% | $170,057-78.8% | $75,177-52.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 0.00% | 27.20%-27.2pp | 53.42%-53.4pp | 160.75%-160.8pp |
| Employer contribution / active EE | $4,656 | $4,616+0.9% | $6,790-31.4% | $2,671+74.3% |
| Participant deferral / active EE | $10,702 | $6,838+56.5% | $10,411+2.8% | $4,126+159.4% |
| Admin fee / account holder | $612 | $8,177-92.5% | $12,826-95.2% | $5,651-89.2% |