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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 | $6,917 | $48,267-85.7% | $68,794-89.9% | $68,495-89.9% |
| Participation rate | 87.5% | 60.7%+26.8pp | 69.0%+18.5pp | 67.9%+19.6pp |
| Annual return | -16.72% | -12.70%-4.0pp | -6.37%-10.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,324 | $1,829-27.6% | $2,656-50.2% | $2,596-49.0% |
| Participant deferral / active EE | $1,726 | $2,867-39.8% | $3,941-56.2% | $4,028-57.1% |
| Admin fee / account holder | $1,227 | $4,362-71.9% | $4,934-75.1% | $5,403-77.3% |