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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 | $21,102 | $78,428-73.1% | $95,960-78.0% | $79,852-73.6% |
| Participation rate | 79.3% | 73.5%+5.8pp | 77.1%+2.2pp | 69.6%+9.7pp |
| Annual return | 24.30% | 19.37%+4.9pp | 91.63%-67.3pp | 31.72%-7.4pp |
| Employer contribution / active EE | $2,339 | $1,945+20.2% | $2,541-8.0% | $2,471-5.3% |
| Participant deferral / active EE | $4,380 | $3,440+27.3% | $4,167+5.1% | $3,740+17.1% |
| Admin fee / account holder | $1,774 | $5,622-68.5% | $6,797-73.9% | $5,306-66.6% |