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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 | $10,819 | $88,672-87.8% | $105,223-89.7% | $82,448-86.9% |
| Participation rate | 80.6% | 67.9%+12.7pp | 75.0%+5.6pp | 68.1%+12.6pp |
| Annual return | 17.04% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,322 | $4,036-42.5% | $5,072-54.2% | $4,139-43.9% |
| Admin fee / account holder | $378 | $7,146-94.7% | $8,859-95.7% | $7,234-94.8% |