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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 | $12,782 | $82,678-84.5% | $125,391-89.8% | $68,490-81.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -19.05% | -5.97%-13.1pp | 572.41%-591.5pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,392 | $3,382-58.8% | $4,816-71.1% | $2,597-46.4% |
| Participant deferral / active EE | $2,956 | $6,111-51.6% | $7,448-60.3% | $4,028-26.6% |
| Admin fee / account holder | $776 | $6,277-87.6% | $10,009-92.2% | $5,403-85.6% |