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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 | $21,370 | $77,472-72.4% | $100,415-78.7% | $80,959-73.6% |
| Participation rate | 80.4% | 76.9%+3.4pp | 81.5%-1.1pp | 67.7%+12.7pp |
| Annual return | 16.66% | 37.26%-20.6pp | 49.47%-32.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $3,734 | $2,800+33.4% | $3,943-5.3% | $2,757+35.4% |
| Participant deferral / active EE | $5,208 | $6,818-23.6% | $8,091-35.6% | $4,300+21.1% |
| Admin fee / account holder | $1,351 | $5,885-77.0% | $7,906-82.9% | $6,925-80.5% |