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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 | $11,950 | $140,592-91.5% | $123,105-90.3% | $125,389-90.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.07% | 16.80%-18.9pp | 13.22%-15.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,168 | $6,041-64.1% | $5,151-57.9% | $4,866-55.5% |
| Participant deferral / active EE | $7,750 | $6,980+11.0% | $6,229+24.4% | $5,352+44.8% |
| Admin fee / account holder | $1,020 | $11,198-90.9% | $9,014-88.7% | $9,541-89.3% |