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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 | $5,349 | $73,848-92.8% | $143,799-96.3% | $68,486-92.2% |
| Participation rate | 85.4% | 66.7%+18.7pp | 80.3%+5.0pp | 67.9%+17.5pp |
| Annual return | -14.00% | 0.91%-14.9pp | -0.04%-14.0pp | -7.85%-6.1pp |
| Employer contribution / active EE | $968 | $3,184-69.6% | $4,952-80.5% | $2,597-62.7% |
| Participant deferral / active EE | $940 | $3,385-72.2% | $5,638-83.3% | $4,028-76.7% |
| Admin fee / account holder | $306 | $5,755-94.7% | $14,677-97.9% | $5,404-94.3% |