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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 | $25,661 | $72,404-64.6% | $110,243-76.7% | $64,173-60.0% |
| Participation rate | 70.7% | 73.3%-2.6pp | 79.8%-9.1pp | 69.6%+1.2pp |
| Annual return | -7.08% | -6.29%-0.8pp | 314.76%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,501 | $2,282-34.2% | $3,827-60.8% | $2,381-37.0% |
| Participant deferral / active EE | $3,030 | $3,469-12.6% | $4,672-35.1% | $3,470-12.7% |
| Admin fee / account holder | $4,046 | $5,664-28.6% | $8,548-52.7% | $4,887-17.2% |