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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 | $19,397 | $75,058-74.2% | $152,301-87.3% | $64,340-69.9% |
| Participation rate | 96.1% | 60.9%+35.2pp | 82.4%+13.7pp | 55.2%+40.9pp |
| Annual return | 23.90% | 29.93%-6.0pp | 80.50%-56.6pp | 24.14%-0.2pp |
| Employer contribution / active EE | $2,279 | $2,605-12.5% | $4,624-50.7% | $1,862+22.4% |
| Participant deferral / active EE | $3,609 | $5,041-28.4% | $8,004-54.9% | $2,980+21.1% |
| Admin fee / account holder | $1,037 | $4,050-74.4% | $14,398-92.8% | $3,703-72.0% |