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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 | $19,164 | $89,259-78.5% | $107,187-82.1% | $82,637-76.8% |
| Participation rate | 72.5% | 67.9%+4.6pp | 75.0%-2.5pp | 68.1%+4.4pp |
| Annual return | 66.55% | 21.02%+45.5pp | 204.55%-138.0pp | 53.51%+13.0pp |
| Employer contribution / active EE | $1,368 | $3,080-55.6% | $3,782-63.8% | $2,552-46.4% |
| Participant deferral / active EE | $2,396 | $4,037-40.7% | $5,096-53.0% | $4,126-41.9% |
| Admin fee / account holder | $443 | $7,381-94.0% | $9,162-95.2% | $7,339-94.0% |