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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 | $19,793 | $110,083-82.0% | $151,639-86.9% | $68,486-71.1% |
| Participation rate | 98.2% | 84.0%+14.3pp | 87.5%+10.7pp | 67.9%+30.3pp |
| Annual return | -14.18% | -10.12%-4.1pp | 3.34%-17.5pp | -7.85%-6.3pp |
| Employer contribution / active EE | $2,714 | $4,470-39.3% | $6,165-56.0% | $2,597+4.5% |
| Participant deferral / active EE | $5,825 | $6,526-10.7% | $8,363-30.4% | $4,028+44.6% |
| Admin fee / account holder | $1,569 | $7,718-79.7% | $11,613-86.5% | $5,404-71.0% |