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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 | $14,236 | $81,870-82.6% | $119,622-88.1% | $68,486-79.2% |
| Participation rate | 80.5% | 71.9%+8.6pp | 79.3%+1.2pp | 67.9%+12.6pp |
| Annual return | -14.76% | -23.82%+9.1pp | -14.98%+0.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,797 | $2,692-33.2% | $4,232-57.5% | $2,597-30.8% |
| Participant deferral / active EE | $5,773 | $4,148+39.2% | $5,601+3.1% | $4,028+43.3% |
| Admin fee / account holder | $562 | $6,583-91.5% | $10,328-94.6% | $5,404-89.6% |