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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 | $30,000 | $110,083-72.7% | $151,645-80.2% | $68,490-56.2% |
| Participation rate | 93.5% | 84.0%+9.6pp | 87.5%+6.1pp | 67.9%+25.7pp |
| Annual return | -8.88% | -10.12%+1.2pp | 3.34%-12.2pp | -7.85%-1.0pp |
| Employer contribution / active EE | $1,901 | $4,470-57.5% | $6,165-69.2% | $2,597-26.8% |
| Participant deferral / active EE | $4,348 | $6,526-33.4% | $8,363-48.0% | $4,028+8.0% |
| Admin fee / account holder | $593 | $7,718-92.3% | $11,614-94.9% | $5,403-89.0% |