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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 | $14,902 | $100,805-85.2% | $86,698-82.8% | $134,532-88.9% |
| Participation rate | 78.3% | 79.0%-0.7pp | 76.6%+1.7pp | 81.2%-3.0pp |
| Annual return | -18.61% | 29.09%-47.7pp | 35.95%-54.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,622 | $3,490-53.5% | $2,837-42.8% | $4,741-65.8% |
| Participant deferral / active EE | $2,273 | $5,339-57.4% | $4,656-51.2% | $6,401-64.5% |
| Admin fee / account holder | $453 | $10,925-95.9% | $7,493-93.9% | $11,429-96.0% |