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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 | $13,530 | $106,749-87.3% | $145,433-90.7% | $82,448-83.6% |
| Participation rate | 94.3% | 75.6%+18.6pp | 82.1%+12.2pp | 68.1%+26.2pp |
| Annual return | 21.97% | 27.59%-5.6pp | 66.58%-44.6pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,300 | $3,444-62.2% | $4,554-71.4% | $2,551-49.0% |
| Participant deferral / active EE | $3,002 | $6,519-53.9% | $7,897-62.0% | $4,139-27.5% |
| Admin fee / account holder | $2,663 | $8,390-68.3% | $13,129-79.7% | $7,234-63.2% |