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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 | $5,465 | $61,816-91.2% | $97,260-94.4% | $80,935-93.2% |
| Participation rate | 84.6% | 63.5%+21.1pp | 72.7%+12.0pp | 67.7%+17.0pp |
| Annual return | 16.12% | -558.73%+574.9pp | 75.54%-59.4pp | 35.66%-19.5pp |
| Employer contribution / active EE | $992 | $1,836-46.0% | $2,721-63.6% | $2,757-64.0% |
| Participant deferral / active EE | $1,898 | $3,027-37.3% | $4,262-55.5% | $4,299-55.9% |
| Admin fee / account holder | $365 | $5,166-92.9% | $5,640-93.5% | $6,924-94.7% |