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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 | $7,848 | $73,978-89.4% | $96,515-91.9% | $75,173-89.6% |
| Participation rate | 81.8% | 66.4%+15.4pp | 74.3%+7.5pp | 67.2%+14.6pp |
| Annual return | 20.92% | 26.72%-5.8pp | 35.73%-14.8pp | 160.72%-139.8pp |
| Employer contribution / active EE | $1,358 | $2,931-53.7% | $3,740-63.7% | $2,671-49.2% |
| Participant deferral / active EE | $1,608 | $3,660-56.1% | $4,880-67.0% | $4,126-61.0% |
| Admin fee / account holder | $1,082 | $5,219-79.3% | $6,735-83.9% | $5,651-80.9% |