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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 | $29,748 | $86,949-65.8% | $102,460-71.0% | $80,959-63.3% |
| Participation rate | 81.8% | 72.4%+9.4pp | 76.5%+5.3pp | 67.7%+14.2pp |
| Annual return | 10.57% | 18.89%-8.3pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $904 | $2,370-61.8% | $3,025-70.1% | $2,757-67.2% |
| Participant deferral / active EE | $2,221 | $4,121-46.1% | $5,056-56.1% | $4,300-48.4% |
| Admin fee / account holder | $4,334 | $8,048-46.2% | $9,460-54.2% | $6,925-37.4% |