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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 | $13,844 | $89,259-84.5% | $107,187-87.1% | $82,637-83.2% |
| Participation rate | 72.0% | 67.9%+4.1pp | 75.0%-3.0pp | 68.1%+3.9pp |
| Annual return | 19.92% | 21.02%-1.1pp | 204.55%-184.6pp | 53.51%-33.6pp |
| Employer contribution / active EE | $2,208 | $3,080-28.3% | $3,782-41.6% | $2,552-13.5% |
| Participant deferral / active EE | $2,644 | $4,037-34.5% | $5,096-48.1% | $4,126-35.9% |
| Admin fee / account holder | $1,756 | $7,381-76.2% | $9,162-80.8% | $7,339-76.1% |