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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 | $7,084 | $78,690-91.0% | $161,489-95.6% | $87,485-91.9% |
| Participation rate | 73.0% | 67.5%+5.6pp | 78.7%-5.7pp | 68.9%+4.1pp |
| Annual return | 17.97% | 32.74%-14.8pp | 89.72%-71.8pp | 26.06%-8.1pp |
| Employer contribution / active EE | $619 | $2,588-76.1% | $4,268-85.5% | $2,596-76.2% |
| Participant deferral / active EE | $1,011 | $3,311-69.5% | $5,630-82.0% | $4,274-76.4% |
| Admin fee / account holder | $958 | $6,724-85.7% | $16,006-94.0% | $7,775-87.7% |