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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 | $8,560 | $77,814-89.0% | $158,223-94.6% | $86,983-90.2% |
| Participation rate | 80.2% | 68.4%+11.8pp | 79.2%+1.0pp | 69.5%+10.7pp |
| Annual return | 14.71% | 30.54%-15.8pp | 52.09%-37.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $698 | $2,592-73.1% | $4,109-83.0% | $2,584-73.0% |
| Participant deferral / active EE | $1,052 | $3,270-67.8% | $5,467-80.8% | $4,194-74.9% |
| Admin fee / account holder | $662 | $5,879-88.7% | $16,047-95.9% | $7,856-91.6% |