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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 | $16,746 | $100,784-83.4% | $191,597-91.3% | $82,637-79.7% |
| Participation rate | 93.7% | 70.5%+23.2pp | 76.9%+16.7pp | 68.1%+25.6pp |
| Annual return | 18.03% | 18.13%-0.1pp | 27.07%-9.0pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,941 | $3,102-37.4% | $5,025-61.4% | $2,552-23.9% |
| Participant deferral / active EE | $4,051 | $4,937-17.9% | $6,850-40.9% | $4,126-1.8% |
| Admin fee / account holder | $1,663 | $10,062-83.5% | $22,799-92.7% | $7,339-77.3% |