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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 | $14,052 | $81,870-82.8% | $119,622-88.3% | $68,486-79.5% |
| Participation rate | 91.9% | 71.9%+20.0pp | 79.3%+12.6pp | 67.9%+24.0pp |
| Annual return | -17.02% | -23.82%+6.8pp | -14.98%-2.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,814 | $2,692-32.6% | $4,232-57.1% | $2,597-30.1% |
| Participant deferral / active EE | $3,951 | $4,148-4.8% | $5,601-29.5% | $4,028-1.9% |
| Admin fee / account holder | $755 | $6,583-88.5% | $10,328-92.7% | $5,404-86.0% |