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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 | $30,032 | $212,777-85.9% | $173,703-82.7% | $198,609-84.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 6.53% | 18.82%-12.3pp | 17.46%-10.9pp | 202.70%-196.2pp |
| Employer contribution / active EE | $2,250 | $5,214-56.8% | $4,288-47.5% | $5,055-55.5% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $476 | $19,536-97.6% | $15,562-96.9% | $19,030-97.5% |