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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 | $15,263 | $81,870-81.4% | $119,622-87.2% | $68,486-77.7% |
| Participation rate | 85.2% | 71.9%+13.3pp | 79.3%+5.9pp | 67.9%+17.3pp |
| Annual return | -17.59% | -23.82%+6.2pp | -14.98%-2.6pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,503 | $2,692-44.2% | $4,232-64.5% | $2,597-42.1% |
| Participant deferral / active EE | $3,270 | $4,148-21.2% | $5,601-41.6% | $4,028-18.8% |
| Admin fee / account holder | $1,240 | $6,583-81.2% | $10,328-88.0% | $5,404-77.0% |