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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 | $7,149 | $114,119-93.7% | $107,187-93.3% | $138,895-94.9% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.0%+9.2pp | 79.9%+4.3pp |
| Annual return | 18.30% | 273.21%-254.9pp | 204.55%-186.2pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,209 | $4,059-70.2% | $3,782-68.0% | $4,194-71.2% |
| Participant deferral / active EE | $2,064 | $5,538-62.7% | $5,096-59.5% | $6,396-67.7% |
| Admin fee / account holder | $1,867 | $10,024-81.4% | $9,162-79.6% | $12,562-85.1% |