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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 | $16,369 | $81,870-80.0% | $119,622-86.3% | $68,486-76.1% |
| Participation rate | 89.2% | 71.9%+17.3pp | 79.3%+9.9pp | 67.9%+21.3pp |
| Annual return | -17.86% | -23.82%+6.0pp | -14.98%-2.9pp | -7.85%-10.0pp |
| Employer contribution / active EE | $998 | $2,692-62.9% | $4,232-76.4% | $2,597-61.6% |
| Participant deferral / active EE | $2,076 | $4,148-50.0% | $5,601-62.9% | $4,028-48.5% |
| Admin fee / account holder | $1,149 | $6,583-82.5% | $10,328-88.9% | $5,404-78.7% |