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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 | $14,421 | $82,674-82.6% | $125,381-88.5% | $68,486-78.9% |
| Participation rate | 96.5% | 75.1%+21.4pp | 82.4%+14.1pp | 67.9%+28.6pp |
| Annual return | -7.25% | -5.97%-1.3pp | 572.31%-579.6pp | -7.85%+0.6pp |
| Employer contribution / active EE | $2,297 | $3,382-32.1% | $4,815-52.3% | $2,597-11.6% |
| Participant deferral / active EE | $3,713 | $6,111-39.2% | $7,448-50.1% | $4,028-7.8% |
| Admin fee / account holder | $1,012 | $6,277-83.9% | $10,007-89.9% | $5,404-81.3% |