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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 | $13,070 | $63,346-79.4% | $92,240-85.8% | $70,126-81.4% |
| Participation rate | 79.5% | 68.7%+10.8pp | 76.5%+3.0pp | 69.5%+9.9pp |
| Annual return | 22.00% | 530.19%-508.2pp | 176.29%-154.3pp | 73.15%-51.2pp |
| Employer contribution / active EE | $2,812 | $2,471+13.8% | $3,680-23.6% | $2,343+20.0% |
| Participant deferral / active EE | $3,572 | $2,854+25.2% | $3,897-8.3% | $3,332+7.2% |
| Admin fee / account holder | $526 | $3,841-86.3% | $5,194-89.9% | $4,645-88.7% |