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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 | $30,392 | $110,083-72.4% | $151,628-80.0% | $68,495-55.6% |
| Participation rate | 85.4% | 84.0%+1.5pp | 87.5%-2.1pp | 67.9%+17.5pp |
| Annual return | -14.76% | -10.12%-4.6pp | 3.34%-18.1pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,602 | $4,470-19.4% | $6,165-41.6% | $2,596+38.7% |
| Participant deferral / active EE | $6,174 | $6,526-5.4% | $8,363-26.2% | $4,028+53.3% |
| Admin fee / account holder | $479 | $7,718-93.8% | $11,613-95.9% | $5,403-91.1% |