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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 | $17,303 | $71,873-75.9% | $86,698-80.0% | $68,490-74.7% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -13.78% | 3.54%-17.3pp | 35.96%-49.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $2,061 | $2,173-5.2% | $2,837-27.3% | $2,597-20.6% |
| Participant deferral / active EE | $3,544 | $3,779-6.2% | $4,656-23.9% | $4,028-12.0% |
| Admin fee / account holder | $1,947 | $6,110-68.1% | $7,492-74.0% | $5,403-64.0% |