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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 | $24,724 | $93,345-73.5% | $119,126-79.2% | $87,485-71.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 18.06% | 19.08%-1.0pp | 282.11%-264.0pp | 26.06%-8.0pp |
| Employer contribution / active EE | $5,185 | $3,172+63.5% | $4,034+28.6% | $2,596+99.7% |
| Participant deferral / active EE | $2,516 | $4,099-38.6% | $5,318-52.7% | $4,274-41.1% |
| Admin fee / account holder | $304 | $8,039-96.2% | $10,693-97.2% | $7,775-96.1% |