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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 | $20,752 | $71,872-71.1% | $86,691-76.1% | $68,495-69.7% |
| Participation rate | 72.1% | 72.2%-0.2pp | 76.6%-4.5pp | 67.9%+4.2pp |
| Annual return | -14.63% | 3.53%-18.2pp | 35.94%-50.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,278 | $2,173+4.8% | $2,837-19.7% | $2,596-12.3% |
| Participant deferral / active EE | $3,583 | $3,779-5.2% | $4,656-23.0% | $4,028-11.0% |
| Admin fee / account holder | $2,624 | $6,112-57.1% | $7,492-65.0% | $5,403-51.4% |