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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 | $11,040 | $73,787-85.0% | $98,716-88.8% | $82,448-86.6% |
| Participation rate | 87.5% | 61.4%+26.1pp | 69.3%+18.2pp | 68.1%+19.4pp |
| Annual return | 20.99% | 18.57%+2.4pp | 31.81%-10.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $435 | $1,511-71.2% | $2,279-80.9% | $2,551-83.0% |
| Participant deferral / active EE | $1,539 | $3,081-50.1% | $4,048-62.0% | $4,139-62.8% |
| Admin fee / account holder | $329 | $6,500-94.9% | $8,703-96.2% | $7,234-95.5% |