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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 | $9,930 | $126,661-92.2% | $113,397-91.2% | $138,895-92.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 28.41% | 25.05%+3.4pp | 23.20%+5.2pp | 145.39%-117.0pp |
| Employer contribution / active EE | $2,346 | $3,456-32.1% | $2,977-21.2% | $4,194-44.1% |
| Participant deferral / active EE | $2,991 | $5,693-47.5% | $5,076-41.1% | $6,396-53.2% |
| Admin fee / account holder | $839 | $14,549-94.2% | $11,957-93.0% | $12,562-93.3% |