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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 | $14,782 | $88,672-83.3% | $105,223-86.0% | $82,448-82.1% |
| Participation rate | 71.1% | 67.9%+3.2pp | 75.0%-3.9pp | 68.1%+3.0pp |
| Annual return | 21.84% | 30.86%-9.0pp | 180.65%-158.8pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,594 | $3,048-47.7% | $3,689-56.8% | $2,551-37.5% |
| Participant deferral / active EE | $3,095 | $4,036-23.3% | $5,072-39.0% | $4,139-25.2% |
| Admin fee / account holder | $1,513 | $7,146-78.8% | $8,859-82.9% | $7,234-79.1% |