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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 | $11,296 | $74,535-84.8% | $100,712-88.8% | $82,637-86.3% |
| Participation rate | 75.8% | 61.2%+14.6pp | 69.3%+6.5pp | 68.1%+7.7pp |
| Annual return | 20.25% | 18.92%+1.3pp | 33.27%-13.0pp | 53.51%-33.3pp |
| Employer contribution / active EE | $1,157 | $1,503-23.0% | $2,313-50.0% | $2,552-54.7% |
| Participant deferral / active EE | $1,898 | $3,074-38.3% | $4,085-53.5% | $4,126-54.0% |
| Admin fee / account holder | $1,013 | $6,576-84.6% | $9,256-89.1% | $7,339-86.2% |