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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 | $18,427 | $72,272-74.5% | $101,264-81.8% | $79,858-76.9% |
| Participation rate | 72.4% | 68.5%+4.0pp | 75.8%-3.4pp | 69.6%+2.8pp |
| Annual return | 15.41% | 22.30%-6.9pp | 46.48%-31.1pp | 31.72%-16.3pp |
| Employer contribution / active EE | $1,912 | $2,692-29.0% | $3,660-47.8% | $2,471-22.6% |
| Participant deferral / active EE | $3,586 | $3,282+9.3% | $4,370-18.0% | $3,740-4.1% |
| Admin fee / account holder | $584 | $4,401-86.7% | $5,947-90.2% | $5,306-89.0% |