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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 | $6,477 | $71,873-91.0% | $86,698-92.5% | $68,490-90.5% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -14.14% | 3.54%-17.7pp | 35.96%-50.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $822 | $2,173-62.2% | $2,837-71.0% | $2,597-68.4% |
| Participant deferral / active EE | $2,132 | $3,779-43.6% | $4,656-54.2% | $4,028-47.1% |
| Admin fee / account holder | $1,291 | $6,110-78.9% | $7,492-82.8% | $5,403-76.1% |