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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 | $22,308 | $78,423-71.6% | $95,964-76.8% | $79,856-72.1% |
| Participation rate | 96.6% | 73.5%+23.1pp | 77.1%+19.5pp | 69.6%+27.0pp |
| Annual return | 24.00% | 19.37%+4.6pp | 91.64%-67.6pp | 31.71%-7.7pp |
| Employer contribution / active EE | $964 | $1,945-50.5% | $2,541-62.1% | $2,471-61.0% |
| Participant deferral / active EE | $6,648 | $3,440+93.2% | $4,167+59.5% | $3,741+77.7% |
| Admin fee / account holder | $1,747 | $5,622-68.9% | $6,797-74.3% | $5,306-67.1% |