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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 | $12,987 | $95,404-86.4% | $113,397-88.5% | $82,637-84.3% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.5%+15.8pp | 68.1%+24.3pp |
| Annual return | 15.94% | 19.08%-3.1pp | 23.20%-7.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $997 | $2,307-56.8% | $2,977-66.5% | $2,552-60.9% |
| Participant deferral / active EE | $3,296 | $4,220-21.9% | $5,076-35.1% | $4,126-20.1% |
| Admin fee / account holder | $1,655 | $9,168-81.9% | $11,957-86.2% | $7,339-77.4% |