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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 | $22,394 | $184,014-87.8% | $161,149-86.1% | $138,895-83.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.74% | 21.52%-4.8pp | 21.16%-4.4pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,964 | $5,055-61.1% | $4,360-54.9% | $4,194-53.2% |
| Participant deferral / active EE | $2,776 | $6,909-59.8% | $6,153-54.9% | $6,396-56.6% |
| Admin fee / account holder | $422 | $18,027-97.7% | $15,194-97.2% | $12,562-96.6% |