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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 | $16,412 | $48,050-65.8% | $85,969-80.9% | $59,633-72.5% |
| Participation rate | 73.5% | 64.5%+9.1pp | 76.5%-3.0pp | 68.7%+4.9pp |
| Annual return | -0.96% | 0.29%-1.3pp | 9.32%-10.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $512 | $1,640-68.8% | $3,474-85.3% | $2,203-76.8% |
| Participant deferral / active EE | $992 | $2,249-55.9% | $3,829-74.1% | $3,192-68.9% |
| Admin fee / account holder | $573 | $3,206-82.1% | $6,053-90.5% | $4,297-86.7% |