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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 | $6,799 | $65,041-89.5% | $90,965-92.5% | $79,858-91.5% |
| Participation rate | 97.2% | 61.6%+35.6pp | 69.0%+28.2pp | 69.6%+27.6pp |
| Annual return | 32.29% | 30.45%+1.8pp | 134.57%-102.3pp | 31.72%+0.6pp |
| Employer contribution / active EE | $1,414 | $1,247+13.4% | $2,122-33.4% | $2,471-42.8% |
| Participant deferral / active EE | $2,315 | $2,512-7.8% | $3,373-31.4% | $3,740-38.1% |
| Admin fee / account holder | $429 | $4,536-90.6% | $5,960-92.8% | $5,306-91.9% |