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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 | $8,499 | $42,909-80.2% | $60,906-86.0% | $68,486-87.6% |
| Participation rate | 80.6% | 66.8%+13.9pp | 73.1%+7.5pp | 67.9%+12.8pp |
| Annual return | -17.53% | -13.99%-3.5pp | 16.94%-34.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $841 | $1,979-57.5% | $2,703-68.9% | $2,597-67.6% |
| Participant deferral / active EE | $1,779 | $2,866-37.9% | $3,814-53.4% | $4,028-55.8% |
| Admin fee / account holder | $543 | $3,104-82.5% | $3,227-83.2% | $5,404-89.9% |