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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 | $8,166 | $63,845-87.2% | $81,370-90.0% | $80,959-89.9% |
| Participation rate | 97.9% | 63.9%+34.0pp | 69.5%+28.4pp | 67.7%+30.2pp |
| Annual return | 18.20% | 16.37%+1.8pp | 24.85%-6.7pp | 35.67%-17.5pp |
| Employer contribution / active EE | $1,423 | $1,980-28.1% | $2,464-42.3% | $2,757-48.4% |
| Participant deferral / active EE | $3,130 | $3,093+1.2% | $3,885-19.4% | $4,300-27.2% |
| Admin fee / account holder | $307 | $5,688-94.6% | $5,749-94.7% | $6,925-95.6% |