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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 | $3,547 | $106,974-96.7% | $90,796-96.1% | $138,895-97.4% |
| Participation rate | 71.4% | 74.9%-3.4pp | 69.5%+1.9pp | 79.9%-8.5pp |
| Annual return | 18.37% | 20.10%-1.7pp | 19.29%-0.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $401 | $2,609-84.6% | $2,294-82.5% | $4,194-90.4% |
| Participant deferral / active EE | $1,095 | $4,455-75.4% | $3,822-71.3% | $6,396-82.9% |
| Admin fee / account holder | $553 | $8,626-93.6% | $7,024-92.1% | $12,562-95.6% |