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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 | $14,949 | $81,870-81.7% | $119,622-87.5% | $68,486-78.2% |
| Participation rate | 75.9% | 71.9%+4.0pp | 79.3%-3.4pp | 67.9%+8.0pp |
| Annual return | -17.67% | -23.82%+6.2pp | -14.98%-2.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,062 | $2,692-60.5% | $4,232-74.9% | $2,597-59.1% |
| Participant deferral / active EE | $2,391 | $4,148-42.4% | $5,601-57.3% | $4,028-40.6% |
| Admin fee / account holder | $1,292 | $6,583-80.4% | $10,328-87.5% | $5,404-76.1% |