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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 | $7,906 | $131,835-94.0% | $108,582-92.7% | $273,972-97.1% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 7.03% | -91.57%+98.6pp | -51.70%+58.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,810 | $4,913-63.2% | $3,758-51.9% | $4,869-62.8% |
| Participant deferral / active EE | $3,272 | $5,127-36.2% | $4,311-24.1% | $5,287-38.1% |
| Admin fee / account holder | $454 | $10,253-95.6% | $7,645-94.1% | $10,133-95.5% |