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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 | $8,808 | $46,697-81.1% | $117,533-92.5% | $68,486-87.1% |
| Participation rate | 81.6% | 56.8%+24.8pp | 70.6%+11.0pp | 67.9%+13.7pp |
| Annual return | -12.12% | -14.52%+2.4pp | 29.77%-41.9pp | -7.85%-4.3pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,500 | $2,637+70.6% | $4,072+10.5% | $4,028+11.7% |
| Admin fee / account holder | $778 | $4,023-80.7% | $5,647-86.2% | $5,404-85.6% |