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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 | $2,136 | $51,207-95.8% | $70,565-97.0% | $75,177-97.2% |
| Participation rate | 72.2% | 61.0%+11.2pp | 68.4%+3.8pp | 67.2%+4.9pp |
| Annual return | 0.00% | 30.05%-30.1pp | 32.79%-32.8pp | 160.75%-160.8pp |
| Employer contribution / active EE | $657 | $1,826-64.0% | $2,976-77.9% | $2,671-75.4% |
| Participant deferral / active EE | $1,275 | $2,850-55.3% | $4,568-72.1% | $4,126-69.1% |
| Admin fee / account holder | $541 | $4,097-86.8% | $6,430-91.6% | $5,651-90.4% |