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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 | $19,996 | $211,946-90.6% | $169,452-88.2% | $135,379-85.2% |
| Participation rate | 92.3% | 82.6%+9.7pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | -2.49% | 3.26%-5.8pp | 1.83%-4.3pp | 519.79%-522.3pp |
| Employer contribution / active EE | $2,317 | $5,117-54.7% | $4,157-44.3% | $4,779-51.5% |
| Participant deferral / active EE | $3,207 | $6,075-47.2% | $5,277-39.2% | $5,609-42.8% |
| Admin fee / account holder | $2,209 | $11,472-80.7% | $9,110-75.8% | $10,828-79.6% |