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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 | $23,143 | $76,564-69.8% | $105,582-78.1% | $94,015-75.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 71.8%+28.2pp | 70.8%+29.2pp |
| Annual return | 17.90% | 20.69%-2.8pp | 18.61%-0.7pp | 17.84%+0.1pp |
| Employer contribution / active EE | $1,921 | $1,995-3.7% | $2,984-35.6% | $2,790-31.1% |
| Participant deferral / active EE | $5,083 | $3,320+53.1% | $4,353+16.8% | $4,249+19.6% |
| Admin fee / account holder | $545 | $7,129-92.4% | $12,856-95.8% | $8,951-93.9% |