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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 | $2,674 | $51,222-94.8% | $70,544-96.2% | $75,173-96.4% |
| Participation rate | 82.9% | 61.0%+21.9pp | 68.4%+14.5pp | 67.2%+15.7pp |
| Annual return | 24.51% | 30.06%-5.5pp | 32.79%-8.3pp | 160.72%-136.2pp |
| Employer contribution / active EE | $686 | $1,827-62.4% | $2,976-76.9% | $2,671-74.3% |
| Participant deferral / active EE | $1,423 | $2,850-50.1% | $4,568-68.8% | $4,126-65.5% |
| Admin fee / account holder | $512 | $4,096-87.5% | $6,427-92.0% | $5,651-90.9% |