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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 | $17,762 | $45,566-61.0% | $64,105-72.3% | $59,633-70.2% |
| Participation rate | 73.5% | 60.2%+13.4pp | 68.2%+5.4pp | 68.7%+4.9pp |
| Annual return | -0.31% | 4.95%-5.3pp | 791.24%-791.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $700 | $934-25.1% | $1,820-61.6% | $2,203-68.2% |
| Participant deferral / active EE | $2,167 | $2,057+5.4% | $2,822-23.2% | $3,192-32.1% |
| Admin fee / account holder | $1,240 | $3,268-62.1% | $4,499-72.4% | $4,297-71.2% |