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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 | $4,271 | $72,404-94.1% | $110,243-96.1% | $64,173-93.3% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.8pp |
| Annual return | -6.55% | -6.29%-0.3pp | 314.76%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,525 | $2,282-33.2% | $3,827-60.1% | $2,381-35.9% |
| Participant deferral / active EE | $1,956 | $3,469-43.6% | $4,672-58.1% | $3,470-43.6% |
| Admin fee / account holder | $403 | $5,664-92.9% | $8,548-95.3% | $4,887-91.8% |