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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 | $19,325 | $108,825-82.2% | $156,181-87.6% | $82,448-76.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 18.17% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,600 | $2,870-9.4% | $4,294-39.5% | $2,551+1.9% |
| Participant deferral / active EE | $2,913 | $4,577-36.4% | $6,132-52.5% | $4,139-29.6% |
| Admin fee / account holder | $729 | $9,341-92.2% | $14,586-95.0% | $7,234-89.9% |