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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 | $7,197 | $55,932-87.1% | $76,735-90.6% | $67,986-89.4% |
| Participation rate | 80.0% | 50.8%+29.2pp | 69.5%+10.5pp | 57.2%+22.8pp |
| Annual return | 25.85% | 23.10%+2.7pp | 29.77%-3.9pp | 31.67%-5.8pp |
| Employer contribution / active EE | $940 | $1,487-36.8% | $2,454-61.7% | $2,019-53.4% |
| Participant deferral / active EE | $2,119 | $2,558-17.2% | $4,088-48.2% | $3,358-36.9% |
| Admin fee / account holder | $1,645 | $4,907-66.5% | $7,189-77.1% | $3,203-48.6% |