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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 | $33,506 | $95,904-65.1% | $173,730-80.7% | $64,340-47.9% |
| Participation rate | 80.2% | 60.6%+19.5pp | 79.6%+0.6pp | 55.2%+24.9pp |
| Annual return | 24.02% | 17.47%+6.6pp | 19.96%+4.1pp | 24.14%-0.1pp |
| Employer contribution / active EE | $3,151 | $2,323+35.7% | $4,577-31.2% | $1,862+69.3% |
| Participant deferral / active EE | $5,375 | $3,488+54.1% | $6,326-15.0% | $2,980+80.3% |
| Admin fee / account holder | $4,063 | $5,089-20.2% | $17,523-76.8% | $3,703+9.7% |