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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 | $8,171 | $72,012-88.7% | $185,827-95.6% | $79,858-89.8% |
| Participation rate | 87.5% | 65.8%+21.7pp | 78.0%+9.5pp | 69.6%+17.9pp |
| Annual return | 19.95% | 23.12%-3.2pp | 35.96%-16.0pp | 31.72%-11.8pp |
| Employer contribution / active EE | $606 | $1,965-69.2% | $4,087-85.2% | $2,471-75.5% |
| Participant deferral / active EE | $1,365 | $3,779-63.9% | $5,633-75.8% | $3,740-63.5% |
| Admin fee / account holder | $636 | $4,513-85.9% | $9,502-93.3% | $5,306-88.0% |