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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 | $30,279 | $95,453-68.3% | $112,040-73.0% | $82,448-63.3% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.5%+13.5pp | 68.1%+21.9pp |
| Annual return | 12.48% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,628 | $2,318-29.8% | $2,954-44.9% | $2,551-36.2% |
| Participant deferral / active EE | $3,700 | $4,224-12.4% | $5,098-27.4% | $4,139-10.6% |
| Admin fee / account holder | $2,407 | $9,013-73.3% | $12,098-80.1% | $7,234-66.7% |