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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 | $14,248 | $88,672-83.9% | $105,223-86.5% | $82,448-82.7% |
| Participation rate | 96.8% | 67.9%+28.8pp | 75.0%+21.7pp | 68.1%+28.7pp |
| Annual return | 15.40% | 30.86%-15.5pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,191 | $3,048-28.1% | $3,689-40.6% | $2,551-14.1% |
| Participant deferral / active EE | $4,630 | $4,036+14.7% | $5,072-8.7% | $4,139+11.9% |
| Admin fee / account holder | $6,036 | $7,146-15.5% | $8,859-31.9% | $7,234-16.6% |