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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 | $11,055 | $74,535-85.2% | $100,712-89.0% | $82,637-86.6% |
| Participation rate | 94.1% | 61.2%+32.9pp | 69.3%+24.8pp | 68.1%+26.1pp |
| Annual return | 19.29% | 18.92%+0.4pp | 33.27%-14.0pp | 53.51%-34.2pp |
| Employer contribution / active EE | $1,245 | $1,503-17.1% | $2,313-46.2% | $2,552-51.2% |
| Participant deferral / active EE | $2,734 | $3,074-11.1% | $4,085-33.1% | $4,126-33.7% |
| Admin fee / account holder | $1,848 | $6,576-71.9% | $9,256-80.0% | $7,339-74.8% |