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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 | $19,155 | $89,367-78.6% | $141,191-86.4% | $72,975-73.8% |
| Participation rate | 89.1% | 75.1%+14.0pp | 82.5%+6.6pp | 69.5%+19.6pp |
| Annual return | 30.13% | 111.87%-81.7pp | 71.41%-41.3pp | 81.01%-50.9pp |
| Employer contribution / active EE | $1,369 | $3,115-56.0% | $4,736-71.1% | $2,440-43.9% |
| Participant deferral / active EE | $4,919 | $5,419-9.2% | $6,710-26.7% | $3,608+36.4% |
| Admin fee / account holder | $1,613 | $5,957-72.9% | $10,264-84.3% | $5,124-68.5% |