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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 | $10,845 | $108,825-90.0% | $156,181-93.1% | $82,448-86.8% |
| Participation rate | 91.2% | 72.4%+18.8pp | 78.8%+12.3pp | 68.1%+23.1pp |
| Annual return | 20.05% | 20.59%-0.5pp | 64.87%-44.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,247 | $2,870-56.5% | $4,294-71.0% | $2,551-51.1% |
| Participant deferral / active EE | $2,817 | $4,577-38.5% | $6,132-54.1% | $4,139-32.0% |
| Admin fee / account holder | $1,479 | $9,341-84.2% | $14,586-89.9% | $7,234-79.6% |