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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 | $14,625 | $162,136-91.0% | $152,301-90.4% | $154,746-90.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.87% | 91.02%-71.2pp | 80.50%-60.6pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,267 | $4,890-74.1% | $4,624-72.6% | $4,379-71.1% |
| Participant deferral / active EE | $4,931 | $8,341-40.9% | $8,004-38.4% | $6,730-26.7% |
| Admin fee / account holder | $1,522 | $15,759-90.3% | $14,398-89.4% | $14,365-89.4% |