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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 | $32,433 | $95,404-66.0% | $113,397-71.4% | $82,637-60.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 36.98% | 19.08%+17.9pp | 23.20%+13.8pp | 53.51%-16.5pp |
| Employer contribution / active EE | $2,013 | $2,307-12.7% | $2,977-32.4% | $2,552-21.1% |
| Participant deferral / active EE | $2,990 | $4,220-29.2% | $5,076-41.1% | $4,126-27.5% |
| Admin fee / account holder | $3,199 | $9,168-65.1% | $11,957-73.2% | $7,339-56.4% |