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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 | $14,014 | $91,179-84.6% | $178,499-92.1% | $79,852-82.5% |
| Participation rate | 84.9% | 69.2%+15.7pp | 81.9%+3.0pp | 69.6%+15.3pp |
| Annual return | 16.05% | 24.19%-8.1pp | 151.10%-135.1pp | 31.72%-15.7pp |
| Employer contribution / active EE | $973 | $3,256-70.1% | $5,011-80.6% | $2,471-60.6% |
| Participant deferral / active EE | $1,258 | $3,236-61.1% | $5,202-75.8% | $3,740-66.4% |
| Admin fee / account holder | $666 | $6,749-90.1% | $13,986-95.2% | $5,306-87.5% |