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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 | $8,741 | $69,518-87.4% | $59,887-85.4% | $135,379-93.5% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | -3.54% | 7.95%-11.5pp | 3.46%-7.0pp | 519.79%-523.3pp |
| Employer contribution / active EE | $2,613 | $3,235-19.2% | $2,722-4.0% | $4,779-45.3% |
| Participant deferral / active EE | $3,648 | $4,204-13.2% | $3,402+7.2% | $5,609-35.0% |
| Admin fee / account holder | $4,537 | $5,734-20.9% | $3,591+26.3% | $10,828-58.1% |