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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 | $16,172 | $82,674-80.4% | $125,381-87.1% | $68,486-76.4% |
| Participation rate | 95.3% | 75.1%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -15.09% | -5.97%-9.1pp | 572.31%-587.4pp | -7.85%-7.2pp |
| Employer contribution / active EE | $2,451 | $3,382-27.5% | $4,815-49.1% | $2,597-5.6% |
| Participant deferral / active EE | $3,687 | $6,111-39.7% | $7,448-50.5% | $4,028-8.5% |
| Admin fee / account holder | $1,108 | $6,277-82.4% | $10,007-88.9% | $5,404-79.5% |