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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 | $11,019 | $82,674-86.7% | $125,381-91.2% | $68,486-83.9% |
| Participation rate | 93.6% | 75.1%+18.6pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | 6.58% | -5.97%+12.6pp | 572.31%-565.7pp | -7.85%+14.4pp |
| Employer contribution / active EE | $2,504 | $3,382-25.9% | $4,815-48.0% | $2,597-3.6% |
| Participant deferral / active EE | $5,444 | $6,111-10.9% | $7,448-26.9% | $4,028+35.2% |
| Admin fee / account holder | $837 | $6,277-86.7% | $10,007-91.6% | $5,404-84.5% |