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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 | $8,179 | $81,870-90.0% | $119,622-93.2% | $68,486-88.1% |
| Participation rate | 84.6% | 71.9%+12.7pp | 79.3%+5.4pp | 67.9%+16.7pp |
| Annual return | -16.61% | -23.82%+7.2pp | -14.98%-1.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,580 | $2,692-41.3% | $4,232-62.7% | $2,597-39.2% |
| Participant deferral / active EE | $4,608 | $4,148+11.1% | $5,601-17.7% | $4,028+14.4% |
| Admin fee / account holder | $960 | $6,583-85.4% | $10,328-90.7% | $5,404-82.2% |