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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 | $12,100 | $69,444-82.6% | $92,985-87.0% | $87,485-86.2% |
| Participation rate | 87.2% | 63.3%+23.9pp | 69.5%+17.7pp | 68.9%+18.2pp |
| Annual return | 18.92% | 23.85%-4.9pp | 27.99%-9.1pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,550 | $1,917-19.1% | $2,662-41.8% | $2,596-40.3% |
| Participant deferral / active EE | $2,720 | $3,364-19.1% | $4,377-37.8% | $4,274-36.3% |
| Admin fee / account holder | $1,782 | $6,137-71.0% | $9,463-81.2% | $7,775-77.1% |