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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 | $56,670 | $321,431-82.4% | $308,850-81.7% | $248,183-77.2% |
| Participation rate | 100.0% | 52.9%+47.1pp | 48.5%+51.5pp | 45.9%+54.1pp |
| Annual return | 9.12% | 14.95%-5.8pp | 14.41%-5.3pp | 10.21%-1.1pp |
| Employer contribution / active EE | $26,861 | $48,159-44.2% | $45,283-40.7% | $42,272-36.5% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $348 | $8,071-95.7% | $9,941-96.5% | $13,518-97.4% |