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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 | $241,534 | $337,865-28.5% | $346,182-30.2% | $254,542-5.1% |
| Participation rate | 85.7% | 56.9%+28.8pp | 52.1%+33.6pp | 47.3%+38.4pp |
| Annual return | 15.13% | 12.82%+2.3pp | 13.48%+1.7pp | 12.16%+3.0pp |
| Employer contribution / active EE | $72,500 | $49,622+46.1% | $47,067+54.0% | $44,747+62.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $2,424 | $14,867-83.7% | $14,572-83.4% | $17,640-86.3% |