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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 | $11,574 | $135,956-91.5% | $123,894-90.7% | $273,972-95.8% |
| Participation rate | 78.3% | 84.1%-5.8pp | 81.4%-3.2pp | 83.0%-4.8pp |
| Annual return | 11.57% | 56.63%-45.1pp | 47.52%-35.9pp | 41.46%-29.9pp |
| Employer contribution / active EE | $2,116 | $5,170-59.1% | $4,617-54.2% | $4,869-56.5% |
| Participant deferral / active EE | $4,061 | $6,343-36.0% | $5,984-32.1% | $5,287-23.2% |
| Admin fee / account holder | $4,202 | $9,817-57.2% | $8,357-49.7% | $10,133-58.5% |