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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 | $9,623 | $57,352-83.2% | $83,831-88.5% | $64,173-85.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.70% | 11.38%-18.1pp | 850.99%-857.7pp | 7.63%-14.3pp |
| Employer contribution / active EE | $7,575 | $2,546+197.6% | $3,631+108.6% | $2,381+218.2% |
| Participant deferral / active EE | $2,031 | $2,993-32.1% | $4,082-50.3% | $3,470-41.5% |
| Admin fee / account holder | $4,474 | $4,046+10.6% | $5,479-18.3% | $4,887-8.5% |