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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 | $8,802 | $53,162-83.4% | $91,227-90.4% | $68,490-87.1% |
| Participation rate | 93.6% | 63.2%+30.4pp | 73.2%+20.4pp | 67.9%+25.7pp |
| Annual return | -16.08% | -3.14%-12.9pp | 114.14%-130.2pp | -7.85%-8.2pp |
| Employer contribution / active EE | $978 | $1,709-42.8% | $2,851-65.7% | $2,597-62.3% |
| Participant deferral / active EE | $2,435 | $2,974-18.1% | $4,234-42.5% | $4,028-39.6% |
| Admin fee / account holder | $814 | $4,493-81.9% | $5,423-85.0% | $5,403-84.9% |