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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 | $19,291 | $71,872-73.2% | $86,691-77.7% | $68,495-71.8% |
| Participation rate | 78.3% | 72.2%+6.0pp | 76.6%+1.7pp | 67.9%+10.4pp |
| Annual return | -16.12% | 3.53%-19.6pp | 35.94%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $755 | $2,173-65.3% | $2,837-73.4% | $2,596-70.9% |
| Participant deferral / active EE | $2,034 | $3,779-46.2% | $4,656-56.3% | $4,028-49.5% |
| Admin fee / account holder | $448 | $6,112-92.7% | $7,492-94.0% | $5,403-91.7% |