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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 | $3,039 | $110,337-97.2% | $102,383-97.0% | $145,877-97.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 34.70% | 24.83%+9.9pp | 24.94%+9.8pp | 551.28%-516.6pp |
| Employer contribution / active EE | $1,784 | $4,216-57.7% | $3,870-53.9% | $4,663-61.7% |
| Participant deferral / active EE | $2,004 | $5,621-64.3% | $5,060-60.4% | $6,691-70.0% |
| Admin fee / account holder | $1,095 | $9,750-88.8% | $8,391-87.0% | $13,402-91.8% |