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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 | $13,319 | $93,617-85.8% | $135,982-90.2% | $75,177-82.3% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 26.23% | 30.89%-4.7pp | 68.32%-42.1pp | 160.75%-134.5pp |
| Employer contribution / active EE | $1,489 | $3,538-57.9% | $4,859-69.4% | $2,671-44.3% |
| Participant deferral / active EE | $4,662 | $6,406-27.2% | $7,760-39.9% | $4,126+13.0% |
| Admin fee / account holder | $1,181 | $6,980-83.1% | $10,767-89.0% | $5,651-79.1% |