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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 | $5,017 | $57,140-91.2% | $85,240-94.1% | $80,959-93.8% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 15.05% | 21.71%-6.7pp | 66.75%-51.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $624 | $1,802-65.4% | $2,735-77.2% | $2,757-77.4% |
| Participant deferral / active EE | $1,960 | $3,115-37.1% | $4,527-56.7% | $4,300-54.4% |
| Admin fee / account holder | $647 | $4,992-87.0% | $6,165-89.5% | $6,925-90.7% |