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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 | $18,008 | $73,009-75.3% | $90,760-80.2% | $68,486-73.7% |
| Participation rate | 83.8% | 70.8%+13.0pp | 75.7%+8.1pp | 67.9%+15.9pp |
| Annual return | -9.92% | -13.81%+3.9pp | -12.16%+2.2pp | -7.85%-2.1pp |
| Employer contribution / active EE | $965 | $2,193-56.0% | $2,922-67.0% | $2,597-62.8% |
| Participant deferral / active EE | $6,862 | $3,626+89.2% | $4,565+50.3% | $4,028+70.4% |
| Admin fee / account holder | $620 | $5,896-89.5% | $8,444-92.7% | $5,404-88.5% |