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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 | $17,175 | $72,492-76.3% | $87,102-80.3% | $72,983-76.5% |
| Participation rate | 89.6% | 72.8%+16.8pp | 76.9%+12.7pp | 69.5%+20.1pp |
| Annual return | 24.23% | 24.46%-0.2pp | 28.19%-4.0pp | 81.01%-56.8pp |
| Employer contribution / active EE | $1,301 | $1,894-31.3% | $2,521-48.4% | $2,440-46.7% |
| Participant deferral / active EE | $3,108 | $3,270-4.9% | $4,048-23.2% | $3,608-13.8% |
| Admin fee / account holder | $3,048 | $5,055-39.7% | $7,491-59.3% | $5,124-40.5% |