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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 | $8,603 | $77,896-89.0% | $134,172-93.6% | $82,448-89.6% |
| Participation rate | 92.0% | 62.8%+29.2pp | 72.5%+19.5pp | 68.1%+23.9pp |
| Annual return | 28.93% | 18.21%+10.7pp | 25.30%+3.6pp | 41.64%-12.7pp |
| Employer contribution / active EE | $1,276 | $2,159-40.9% | $3,420-62.7% | $2,551-50.0% |
| Participant deferral / active EE | $2,320 | $3,162-26.6% | $4,690-50.5% | $4,139-44.0% |
| Admin fee / account holder | $1,189 | $6,336-81.2% | $12,016-90.1% | $7,234-83.6% |