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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 | $10,884 | $73,787-85.2% | $98,716-89.0% | $82,448-86.8% |
| Participation rate | 72.0% | 61.4%+10.6pp | 69.3%+2.7pp | 68.1%+3.9pp |
| Annual return | 19.60% | 18.57%+1.0pp | 31.81%-12.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $812 | $1,511-46.3% | $2,279-64.4% | $2,551-68.2% |
| Participant deferral / active EE | $1,355 | $3,081-56.0% | $4,048-66.5% | $4,139-67.3% |
| Admin fee / account holder | $826 | $6,500-87.3% | $8,703-90.5% | $7,234-88.6% |