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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 | $10,343 | $174,379-94.1% | $152,093-93.2% | $138,895-92.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.05% | 74.86%-55.8pp | 66.36%-47.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,230 | $4,652-73.6% | $4,175-70.5% | $4,194-70.7% |
| Participant deferral / active EE | $2,662 | $6,159-56.8% | $5,451-51.2% | $6,396-58.4% |
| Admin fee / account holder | $2,601 | $16,880-84.6% | $14,497-82.1% | $12,562-79.3% |