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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 | $20,412 | $80,983-74.8% | $96,544-78.9% | $75,177-72.8% |
| Participation rate | 72.0% | 71.8%+0.2pp | 76.0%-4.0pp | 67.2%+4.7pp |
| Annual return | 18.72% | 27.05%-8.3pp | 25.88%-7.2pp | 160.75%-142.0pp |
| Employer contribution / active EE | $777 | $2,282-66.0% | $2,966-73.8% | $2,671-70.9% |
| Participant deferral / active EE | $2,683 | $3,929-31.7% | $4,851-44.7% | $4,126-35.0% |
| Admin fee / account holder | $1,334 | $6,717-80.1% | $8,254-83.8% | $5,651-76.4% |