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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 | $10,983 | $63,773-82.8% | $81,286-86.5% | $80,925-86.4% |
| Participation rate | 87.8% | 63.9%+23.9pp | 69.5%+18.3pp | 67.7%+20.1pp |
| Annual return | 10.75% | 16.37%-5.6pp | 24.80%-14.0pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,008 | $1,979-49.1% | $2,463-59.1% | $2,756-63.4% |
| Participant deferral / active EE | $2,581 | $3,093-16.6% | $3,883-33.5% | $4,299-40.0% |
| Admin fee / account holder | $1,515 | $5,682-73.3% | $5,764-73.7% | $6,940-78.2% |