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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 | $10,369 | $43,344-76.1% | $59,899-82.7% | $64,173-83.8% |
| Participation rate | 72.3% | 69.2%+3.1pp | 74.7%-2.4pp | 69.6%+2.7pp |
| Annual return | -2.93% | -1.55%-1.4pp | 3.46%-6.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $712 | $2,030-64.9% | $2,723-73.9% | $2,381-70.1% |
| Participant deferral / active EE | $901 | $2,547-64.6% | $3,402-73.5% | $3,470-74.0% |
| Admin fee / account holder | $1,081 | $3,008-64.1% | $3,592-69.9% | $4,887-77.9% |