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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 | $24,188 | $81,870-70.5% | $119,634-79.8% | $68,490-64.7% |
| Participation rate | 81.3% | 71.9%+9.4pp | 79.3%+2.0pp | 67.9%+13.4pp |
| Annual return | -9.86% | -23.82%+14.0pp | -14.98%+5.1pp | -7.85%-2.0pp |
| Employer contribution / active EE | $2,231 | $2,692-17.1% | $4,232-47.3% | $2,597-14.1% |
| Participant deferral / active EE | $5,332 | $4,148+28.5% | $5,601-4.8% | $4,028+32.4% |
| Admin fee / account holder | $4,452 | $6,583-32.4% | $10,329-56.9% | $5,403-17.6% |