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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 | $91,863 | $262,251-65.0% | $250,986-63.4% | $287,034-68.0% |
| Participation rate | 80.0% | 61.9%+18.1pp | 50.6%+29.4pp | 55.9%+24.1pp |
| Annual return | 11.74% | 34.48%-22.7pp | 32.32%-20.6pp | 24.44%-12.7pp |
| Employer contribution / active EE | $18,955 | $36,000-47.3% | $33,960-44.2% | $41,341-54.1% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $2,937 | $10,641-72.4% | $10,141-71.0% | $22,013-86.7% |