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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 | $19,172 | $93,589-79.5% | $135,942-85.9% | $75,181-74.5% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.6pp | 67.2%+30.4pp |
| Annual return | 27.21% | 30.90%-3.7pp | 68.28%-41.1pp | 160.69%-133.5pp |
| Employer contribution / active EE | $3,024 | $3,537-14.5% | $4,858-37.8% | $2,671+13.2% |
| Participant deferral / active EE | $7,133 | $6,405+11.4% | $7,759-8.1% | $4,126+72.9% |
| Admin fee / account holder | $403 | $6,977-94.2% | $10,764-96.3% | $5,650-92.9% |