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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 | $6,850 | $73,978-90.7% | $96,515-92.9% | $75,173-90.9% |
| Participation rate | 86.5% | 66.4%+20.0pp | 74.3%+12.1pp | 67.2%+19.3pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $868 | $2,931-70.4% | $3,740-76.8% | $2,671-67.5% |
| Participant deferral / active EE | $2,186 | $3,660-40.3% | $4,880-55.2% | $4,126-47.0% |
| Admin fee / account holder | $344 | $5,219-93.4% | $6,735-94.9% | $5,651-93.9% |