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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 | $6,333 | $61,125-89.6% | $94,057-93.3% | $87,485-92.8% |
| Participation rate | 76.2% | 64.1%+12.1pp | 73.3%+2.8pp | 68.9%+7.3pp |
| Annual return | 21.00% | 35.20%-14.2pp | 480.62%-459.6pp | 26.06%-5.1pp |
| Employer contribution / active EE | $1,628 | $2,136-23.8% | $2,933-44.5% | $2,596-37.3% |
| Participant deferral / active EE | $1,661 | $3,260-49.0% | $4,709-64.7% | $4,274-61.1% |
| Admin fee / account holder | $367 | $5,629-93.5% | $7,244-94.9% | $7,775-95.3% |