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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 | $9,102 | $56,287-83.8% | $80,977-88.8% | $62,881-85.5% |
| Participation rate | 73.0% | 68.9%+4.0pp | 75.8%-2.8pp | 69.3%+3.7pp |
| Annual return | 17.37% | 22.13%-4.8pp | 17.11%+0.3pp | 20.14%-2.8pp |
| Employer contribution / active EE | $1,540 | $1,943-20.7% | $3,715-58.5% | $2,281-32.5% |
| Participant deferral / active EE | $4,158 | $4,196-0.9% | $5,696-27.0% | $3,203+29.8% |
| Admin fee / account holder | $573 | $3,742-84.7% | $5,517-89.6% | $4,296-86.7% |