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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 | $13,006 | $108,825-88.0% | $156,181-91.7% | $82,448-84.2% |
| Participation rate | 89.7% | 72.4%+17.3pp | 78.8%+10.8pp | 68.1%+21.6pp |
| Annual return | 19.17% | 20.59%-1.4pp | 64.87%-45.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $914 | $2,870-68.2% | $4,294-78.7% | $2,551-64.2% |
| Participant deferral / active EE | $2,237 | $4,577-51.1% | $6,132-63.5% | $4,139-46.0% |
| Admin fee / account holder | $604 | $9,341-93.5% | $14,586-95.9% | $7,234-91.6% |