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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 | $12,785 | $105,200-87.8% | $159,474-92.0% | $85,847-85.1% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.8%-0.7pp | 69.3%+12.8pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $1,974 | $3,319-40.5% | $4,831-59.1% | $2,565-23.1% |
| Participant deferral / active EE | $4,408 | $5,946-25.9% | $7,353-40.1% | $3,952+11.5% |
| Admin fee / account holder | $772 | $6,934-88.9% | $10,802-92.9% | $6,261-87.7% |