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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 | $7,248 | $134,001-94.6% | $112,258-93.5% | $134,509-94.6% |
| Participation rate | 81.0% | 78.6%+2.4pp | 75.1%+5.9pp | 81.2%-0.3pp |
| Annual return | -15.00% | 47.15%-62.2pp | 27.47%-42.5pp | 418.13%-433.1pp |
| Employer contribution / active EE | $1,469 | $4,039-63.6% | $3,636-59.6% | $4,741-69.0% |
| Participant deferral / active EE | $3,900 | $5,291-26.3% | $4,728-17.5% | $6,400-39.1% |
| Admin fee / account holder | $356 | $7,491-95.2% | $6,411-94.4% | $11,427-96.9% |