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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 | $72,062 | $162,803-55.7% | $473,625-84.8% | $285,997-74.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 37.3%+62.7pp | 55.8%+44.2pp |
| Annual return | 10.32% | 17.22%-6.9pp | 20.18%-9.9pp | 24.44%-14.1pp |
| Employer contribution / active EE | $13,636 | $35,410-61.5% | $29,108-53.2% | $41,348-67.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $414 | $1,223-66.2% | $2,262-81.7% | $22,013-98.1% |