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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 | $18,703 | $87,132-78.5% | $105,624-82.3% | $80,959-76.9% |
| Participation rate | 88.9% | 70.4%+18.5pp | 75.3%+13.6pp | 67.7%+21.2pp |
| Annual return | 13.81% | 17.03%-3.2pp | 116.20%-102.4pp | 35.67%-21.9pp |
| Employer contribution / active EE | $737 | $2,397-69.3% | $3,168-76.7% | $2,757-73.3% |
| Participant deferral / active EE | $4,362 | $3,985+9.4% | $5,013-13.0% | $4,300+1.4% |
| Admin fee / account holder | $2,975 | $8,449-64.8% | $10,961-72.9% | $6,925-57.0% |