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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 | $20,350 | $76,371-73.4% | $93,621-78.3% | $72,976-72.1% |
| Participation rate | 89.4% | 71.8%+17.6pp | 75.8%+13.5pp | 69.5%+19.9pp |
| Annual return | 22.66% | 25.82%-3.2pp | 32.76%-10.1pp | 81.02%-58.4pp |
| Employer contribution / active EE | $532 | $2,276-76.6% | $2,719-80.4% | $2,440-78.2% |
| Participant deferral / active EE | $1,580 | $3,538-55.3% | $4,070-61.2% | $3,608-56.2% |
| Admin fee / account holder | $684 | $6,839-90.0% | $7,890-91.3% | $5,124-86.6% |