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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 | $10,750 | $97,550-89.0% | $120,344-91.1% | $87,485-87.7% |
| Participation rate | 78.6% | 72.8%+5.7pp | 76.7%+1.9pp | 68.9%+9.6pp |
| Annual return | 15.64% | 18.41%-2.8pp | 20.30%-4.7pp | 26.06%-10.4pp |
| Employer contribution / active EE | $2,603 | $2,291+13.6% | $3,020-13.8% | $2,596+0.3% |
| Participant deferral / active EE | $2,826 | $4,230-33.2% | $5,135-45.0% | $4,274-33.9% |
| Admin fee / account holder | $4,565 | $9,543-52.2% | $12,742-64.2% | $7,775-41.3% |