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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 | $15,302 | $97,550-84.3% | $120,344-87.3% | $87,485-82.5% |
| Participation rate | 95.5% | 72.8%+22.6pp | 76.7%+18.7pp | 68.9%+26.5pp |
| Annual return | 18.00% | 18.41%-0.4pp | 20.30%-2.3pp | 26.06%-8.1pp |
| Employer contribution / active EE | $933 | $2,291-59.3% | $3,020-69.1% | $2,596-64.1% |
| Participant deferral / active EE | $2,972 | $4,230-29.7% | $5,135-42.1% | $4,274-30.5% |
| Admin fee / account holder | $801 | $9,543-91.6% | $12,742-93.7% | $7,775-89.7% |