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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 | $25,663 | $145,431-82.4% | $211,142-87.8% | $87,485-70.7% |
| Participation rate | 97.1% | 84.7%+12.4pp | 87.3%+9.9pp | 68.9%+28.2pp |
| Annual return | 20.05% | 27.21%-7.2pp | 46.84%-26.8pp | 26.06%-6.0pp |
| Employer contribution / active EE | $2,149 | $4,662-53.9% | $6,442-66.6% | $2,596-17.2% |
| Participant deferral / active EE | $3,573 | $6,859-47.9% | $9,284-61.5% | $4,274-16.4% |
| Admin fee / account holder | $1,576 | $17,052-90.8% | $19,076-91.7% | $7,775-79.7% |