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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 | $7,291 | $73,787-90.1% | $98,716-92.6% | $82,448-91.2% |
| Participation rate | 92.2% | 61.4%+30.7pp | 69.3%+22.9pp | 68.1%+24.1pp |
| Annual return | 21.64% | 18.57%+3.1pp | 31.81%-10.2pp | 41.64%-20.0pp |
| Employer contribution / active EE | $456 | $1,511-69.8% | $2,279-80.0% | $2,551-82.1% |
| Participant deferral / active EE | $2,006 | $3,081-34.9% | $4,048-50.5% | $4,139-51.5% |
| Admin fee / account holder | $501 | $6,500-92.3% | $8,703-94.2% | $7,234-93.1% |