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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 | $10,586 | $81,334-87.0% | $113,397-90.7% | $64,097-83.5% |
| Participation rate | 86.1% | 65.6%+20.5pp | 76.5%+9.6pp | 55.2%+30.9pp |
| Annual return | 19.68% | 32.50%-12.8pp | 23.20%-3.5pp | 34.64%-15.0pp |
| Employer contribution / active EE | $1,166 | $2,077-43.8% | $2,977-60.8% | $1,891-38.3% |
| Participant deferral / active EE | $2,821 | $3,795-25.7% | $5,076-44.4% | $3,080-8.4% |
| Admin fee / account holder | $1,236 | $4,208-70.6% | $11,957-89.7% | $3,454-64.2% |