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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 | $13,784 | $212,386-93.5% | $199,883-93.1% | $138,895-90.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 42.09% | 47.75%-5.7pp | 43.81%-1.7pp | 145.39%-103.3pp |
| Employer contribution / active EE | $2,533 | $6,625-61.8% | $6,261-59.5% | $4,194-39.6% |
| Participant deferral / active EE | $3,254 | $9,617-66.2% | $9,138-64.4% | $6,396-49.1% |
| Admin fee / account holder | $697 | $18,233-96.2% | $17,268-96.0% | $12,562-94.5% |