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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 | $20,040 | $93,598-78.6% | $135,974-85.3% | $75,173-73.3% |
| Participation rate | 74.4% | 75.2%-0.8pp | 81.9%-7.6pp | 67.2%+7.2pp |
| Annual return | 24.00% | 30.89%-6.9pp | 68.30%-44.3pp | 160.72%-136.7pp |
| Employer contribution / active EE | $3,068 | $3,538-13.3% | $4,859-36.9% | $2,671+14.9% |
| Participant deferral / active EE | $5,475 | $6,405-14.5% | $7,760-29.4% | $4,126+32.7% |
| Admin fee / account holder | $1,365 | $6,978-80.4% | $10,767-87.3% | $5,651-75.8% |