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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 | $25,309 | $72,492-65.1% | $87,102-70.9% | $72,983-65.3% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.9%+6.1pp | 69.5%+13.4pp |
| Annual return | 16.97% | 24.46%-7.5pp | 28.19%-11.2pp | 81.01%-64.0pp |
| Employer contribution / active EE | $1,381 | $1,894-27.1% | $2,521-45.2% | $2,440-43.4% |
| Participant deferral / active EE | $2,003 | $3,270-38.7% | $4,048-50.5% | $3,608-44.5% |
| Admin fee / account holder | $3,281 | $5,055-35.1% | $7,491-56.2% | $5,124-36.0% |