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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 | $16,189 | $95,975-83.1% | $74,549-78.3% | $135,379-88.0% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | 10.47% | 56.96%-46.5pp | 32.53%-22.1pp | 519.79%-509.3pp |
| Employer contribution / active EE | $2,974 | $2,716+9.5% | $1,961+51.7% | $4,779-37.8% |
| Participant deferral / active EE | $7,143 | $3,844+85.9% | $3,108+129.8% | $5,609+27.4% |
| Admin fee / account holder | $534 | $6,522-91.8% | $5,059-89.4% | $10,828-95.1% |