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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 | $8,102 | $69,590-88.4% | $136,867-94.1% | $94,015-91.4% |
| Participation rate | 84.2% | 66.3%+17.9pp | 74.5%+9.7pp | 70.8%+13.4pp |
| Annual return | 17.57% | 19.62%-2.0pp | 42.97%-25.4pp | 17.84%-0.3pp |
| Employer contribution / active EE | $752 | $2,396-68.6% | $3,547-78.8% | $2,790-73.0% |
| Participant deferral / active EE | $1,678 | $3,437-51.2% | $4,924-65.9% | $4,249-60.5% |
| Admin fee / account holder | $327 | $8,912-96.3% | $10,340-96.8% | $8,951-96.3% |