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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 | $5,590 | $57,119-90.2% | $85,187-93.4% | $80,935-93.1% |
| Participation rate | 83.7% | 56.4%+27.3pp | 67.5%+16.2pp | 67.7%+16.1pp |
| Annual return | 19.03% | 21.70%-2.7pp | 66.67%-47.6pp | 35.66%-16.6pp |
| Employer contribution / active EE | $1,109 | $1,802-38.4% | $2,732-59.4% | $2,757-59.8% |
| Participant deferral / active EE | $2,156 | $3,115-30.8% | $4,525-52.4% | $4,299-49.9% |
| Admin fee / account holder | $1,023 | $4,990-79.5% | $6,162-83.4% | $6,924-85.2% |