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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 | $15,185 | $65,437-76.8% | $86,698-82.5% | $66,949-77.3% |
| Participation rate | 95.3% | 75.5%+19.8pp | 76.6%+18.7pp | 69.8%+25.5pp |
| Annual return | -6.22% | -10.91%+4.7pp | 35.96%-42.2pp | 1.57%-7.8pp |
| Employer contribution / active EE | $2,830 | $2,154+31.4% | $2,837-0.2% | $2,545+11.2% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $700 | $642+9.1% | $7,492-90.7% | $594+17.9% |