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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 | $19,241 | $80,992-76.2% | $96,534-80.1% | $75,173-74.4% |
| Participation rate | 72.7% | 71.8%+0.9pp | 76.0%-3.3pp | 67.2%+5.5pp |
| Annual return | 22.70% | 27.05%-4.4pp | 25.88%-3.2pp | 160.72%-138.0pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,757 | $3,929+46.5% | $4,851+18.7% | $4,126+39.5% |
| Admin fee / account holder | $2,039 | $6,717-69.6% | $8,253-75.3% | $5,651-63.9% |