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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 | $12,212 | $50,947-76.0% | $74,549-83.6% | $64,173-81.0% |
| Participation rate | 85.4% | 61.1%+24.3pp | 69.1%+16.2pp | 69.6%+15.8pp |
| Annual return | -8.01% | -1.85%-6.2pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,077 | $1,115-3.5% | $1,961-45.1% | $2,381-54.8% |
| Participant deferral / active EE | $1,935 | $2,302-15.9% | $3,108-37.7% | $3,470-44.2% |
| Admin fee / account holder | $472 | $4,221-88.8% | $5,059-90.7% | $4,887-90.3% |