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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 | $29,283 | $86,288-66.1% | $111,306-73.7% | $85,851-65.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.61% | 19.99%-7.4pp | 54.67%-42.1pp | 318.63%-306.0pp |
| Employer contribution / active EE | $2,000 | $2,044-2.1% | $2,732-26.8% | $2,565-22.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $700 | $8,189-91.5% | $7,966-91.2% | $6,261-88.8% |