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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 | $16,300 | $63,346-74.3% | $92,240-82.3% | $70,126-76.8% |
| Participation rate | 72.1% | 68.7%+3.4pp | 76.5%-4.4pp | 69.5%+2.6pp |
| Annual return | 13.73% | 530.19%-516.5pp | 176.29%-162.6pp | 73.15%-59.4pp |
| Employer contribution / active EE | $1,021 | $2,471-58.7% | $3,680-72.3% | $2,343-56.4% |
| Participant deferral / active EE | $1,367 | $2,854-52.1% | $3,897-64.9% | $3,332-59.0% |
| Admin fee / account holder | $997 | $3,841-74.0% | $5,194-80.8% | $4,645-78.5% |