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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 | $4,565 | $52,580-91.3% | $71,671-93.6% | $70,126-93.5% |
| Participation rate | 96.4% | 60.9%+35.6pp | 68.7%+27.7pp | 69.5%+26.9pp |
| Annual return | 24.06% | 20.25%+3.8pp | 20.65%+3.4pp | 73.15%-49.1pp |
| Employer contribution / active EE | $1,156 | $1,616-28.4% | $2,460-53.0% | $2,343-50.6% |
| Participant deferral / active EE | $1,529 | $2,386-35.9% | $3,438-55.5% | $3,332-54.1% |
| Admin fee / account holder | $412 | $3,653-88.7% | $5,558-92.6% | $4,645-91.1% |