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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 | $20,594 | $97,648-78.9% | $121,663-83.1% | $87,485-76.5% |
| Participation rate | 95.9% | 70.5%+25.4pp | 74.5%+21.4pp | 68.9%+27.0pp |
| Annual return | 13.89% | 18.03%-4.1pp | 147.54%-133.7pp | 26.06%-12.2pp |
| Employer contribution / active EE | $2,513 | $2,300+9.3% | $3,020-16.8% | $2,596-3.2% |
| Participant deferral / active EE | $3,731 | $3,923-4.9% | $4,887-23.7% | $4,274-12.7% |
| Admin fee / account holder | $2,645 | $11,100-76.2% | $14,289-81.5% | $7,775-66.0% |