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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 | $9,772 | $82,674-88.2% | $125,381-92.2% | $68,486-85.7% |
| Participation rate | 98.1% | 75.1%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -13.90% | -5.97%-7.9pp | 572.31%-586.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,051 | $3,382-68.9% | $4,815-78.2% | $2,597-59.5% |
| Participant deferral / active EE | $3,884 | $6,111-36.4% | $7,448-47.8% | $4,028-3.6% |
| Admin fee / account holder | $2,187 | $6,277-65.2% | $10,007-78.2% | $5,404-59.5% |