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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 | $16,924 | $83,427-79.7% | $115,756-85.4% | $68,486-75.3% |
| Participation rate | 78.0% | 71.9%+6.1pp | 77.1%+0.9pp | 67.9%+10.1pp |
| Annual return | -9.80% | -10.95%+1.2pp | 143.14%-152.9pp | -7.85%-1.9pp |
| Employer contribution / active EE | $930 | $3,075-69.8% | $3,793-75.5% | $2,597-64.2% |
| Participant deferral / active EE | $2,079 | $5,355-61.2% | $6,254-66.8% | $4,028-48.4% |
| Admin fee / account holder | $782 | $5,708-86.3% | $8,124-90.4% | $5,404-85.5% |