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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 | $6,613 | $89,259-92.6% | $107,187-93.8% | $82,637-92.0% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 21.48% | 21.02%+0.5pp | 204.55%-183.1pp | 53.51%-32.0pp |
| Employer contribution / active EE | $1,141 | $3,080-62.9% | $3,782-69.8% | $2,552-55.3% |
| Participant deferral / active EE | $1,681 | $4,037-58.4% | $5,096-67.0% | $4,126-59.3% |
| Admin fee / account holder | $691 | $7,381-90.6% | $9,162-92.5% | $7,339-90.6% |