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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 | $7,625 | $69,012-89.0% | $160,009-95.2% | $68,486-88.9% |
| Participation rate | 97.9% | 65.4%+32.5pp | 78.0%+19.9pp | 67.9%+30.0pp |
| Annual return | -18.40% | -9.65%-8.8pp | 408.85%-427.2pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,531 | $2,212-30.8% | $4,225-63.8% | $2,597-41.0% |
| Participant deferral / active EE | $4,273 | $4,212+1.5% | $6,183-30.9% | $4,028+6.1% |
| Admin fee / account holder | $690 | $4,798-85.6% | $8,715-92.1% | $5,404-87.2% |