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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 | $21,131 | $101,798-79.2% | $165,071-87.2% | $80,935-73.9% |
| Participation rate | 98.2% | 71.8%+26.4pp | 78.6%+19.6pp | 67.7%+30.5pp |
| Annual return | 0.00% | 16.73%-16.7pp | 70.17%-70.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $3,872 | $2,954+31.1% | $4,347-10.9% | $2,757+40.5% |
| Participant deferral / active EE | $3,517 | $4,476-21.4% | $6,035-41.7% | $4,299-18.2% |
| Admin fee / account holder | $542 | $8,221-93.4% | $12,695-95.7% | $6,924-92.2% |