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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 | $12,021 | $48,076-75.0% | $78,693-84.7% | $62,891-80.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.69% | 31.35%-23.7pp | 62.18%-54.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,340 | $2,015-33.5% | $2,850-53.0% | $2,281-41.3% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,270 | $3,207-29.2% | $4,511-49.7% | $4,296-47.2% |