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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 | $14,410 | $154,228-90.7% | $145,433-90.1% | $137,256-89.5% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 22.22% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,611 | $4,804-66.5% | $4,554-64.6% | $4,156-61.2% |
| Participant deferral / active EE | $2,706 | $8,216-67.1% | $7,897-65.7% | $6,407-57.8% |
| Admin fee / account holder | $903 | $14,344-93.7% | $13,129-93.1% | $12,270-92.6% |