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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 | $13,945 | $127,386-89.1% | $115,037-87.9% | $125,388-88.9% |
| Participation rate | 76.9% | 84.2%-7.2pp | 81.4%-4.4pp | 83.2%-6.3pp |
| Annual return | -3.38% | 31.28%-34.7pp | 26.14%-29.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,251 | $5,166-75.8% | $4,608-72.8% | $4,866-74.3% |
| Participant deferral / active EE | $3,275 | $6,423-49.0% | $6,026-45.7% | $5,352-38.8% |
| Admin fee / account holder | $644 | $9,516-93.2% | $8,175-92.1% | $9,541-93.3% |