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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 | $13,146 | $64,719-79.7% | $112,249-88.3% | $68,486-80.8% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.1%+12.4pp | 67.9%+19.6pp |
| Annual return | -9.35% | -11.40%+2.1pp | 27.48%-36.8pp | -7.85%-1.5pp |
| Employer contribution / active EE | $773 | $2,747-71.8% | $3,636-78.7% | $2,597-70.2% |
| Participant deferral / active EE | $4,958 | $3,565+39.1% | $4,729+4.8% | $4,028+23.1% |
| Admin fee / account holder | $2,016 | $5,232-61.5% | $6,412-68.6% | $5,404-62.7% |