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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 | $7,145 | $64,517-88.9% | $81,438-91.2% | $80,874-91.2% |
| Participation rate | 87.1% | 63.9%+23.2pp | 69.5%+17.6pp | 67.6%+19.4pp |
| Annual return | 15.28% | 16.35%-1.1pp | 24.74%-9.5pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,422 | $1,982-28.3% | $2,460-42.2% | $2,756-48.4% |
| Participant deferral / active EE | $1,872 | $3,096-39.5% | $3,883-51.8% | $4,297-56.4% |
| Admin fee / account holder | $358 | $5,677-93.7% | $5,764-93.8% | $6,935-94.8% |