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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 | $8,617 | $42,910-79.9% | $60,919-85.9% | $68,490-87.4% |
| Participation rate | 93.8% | 66.8%+27.0pp | 73.1%+20.6pp | 67.9%+25.9pp |
| Annual return | -16.01% | -13.99%-2.0pp | 16.96%-33.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,303 | $1,978-34.1% | $2,704-51.8% | $2,597-49.8% |
| Participant deferral / active EE | $2,553 | $2,866-10.9% | $3,814-33.1% | $4,028-36.6% |
| Admin fee / account holder | $391 | $3,104-87.4% | $3,228-87.9% | $5,403-92.8% |