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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 | $12,338 | $106,749-88.4% | $145,433-91.5% | $82,448-85.0% |
| Participation rate | 95.7% | 75.6%+20.1pp | 82.1%+13.6pp | 68.1%+27.7pp |
| Annual return | 19.07% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,532 | $3,444-55.5% | $4,554-66.4% | $2,551-40.0% |
| Participant deferral / active EE | $2,853 | $6,519-56.2% | $7,897-63.9% | $4,139-31.1% |
| Admin fee / account holder | $733 | $8,390-91.3% | $13,129-94.4% | $7,234-89.9% |