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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 | $19,117 | $157,296-87.8% | $141,191-86.5% | $152,897-87.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 34.84% | 64.34%-29.5pp | 71.41%-36.6pp | 345.43%-310.6pp |
| Employer contribution / active EE | $1,440 | $5,262-72.6% | $4,736-69.6% | $4,764-69.8% |
| Participant deferral / active EE | $3,141 | $7,111-55.8% | $6,710-53.2% | $5,851-46.3% |
| Admin fee / account holder | $3,137 | $12,125-74.1% | $10,264-69.4% | $11,599-73.0% |