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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 | $13,717 | $69,012-80.1% | $160,009-91.4% | $68,486-80.0% |
| Participation rate | 86.9% | 65.4%+21.5pp | 78.0%+8.9pp | 67.9%+19.0pp |
| Annual return | -15.68% | -9.65%-6.0pp | 408.85%-424.5pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,204 | $2,212-45.6% | $4,225-71.5% | $2,597-53.6% |
| Participant deferral / active EE | $2,759 | $4,212-34.5% | $6,183-55.4% | $4,028-31.5% |
| Admin fee / account holder | $1,166 | $4,798-75.7% | $8,715-86.6% | $5,404-78.4% |