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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 | $16,392 | $71,872-77.2% | $86,691-81.1% | $68,495-76.1% |
| Participation rate | 88.5% | 72.2%+16.2pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -18.58% | 3.53%-22.1pp | 35.94%-54.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,371 | $2,173-36.9% | $2,837-51.7% | $2,596-47.2% |
| Participant deferral / active EE | $4,155 | $3,779+9.9% | $4,656-10.8% | $4,028+3.2% |
| Admin fee / account holder | $1,716 | $6,112-71.9% | $7,492-77.1% | $5,403-68.2% |