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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 | $12,361 | $156,398-92.1% | $147,318-91.6% | $138,895-91.1% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 26.82% | 78.75%-51.9pp | 70.43%-43.6pp | 145.39%-118.6pp |
| Employer contribution / active EE | $2,169 | $4,853-55.3% | $4,593-52.8% | $4,194-48.3% |
| Participant deferral / active EE | $3,680 | $8,237-55.3% | $7,906-53.5% | $6,396-42.5% |
| Admin fee / account holder | $1,486 | $14,976-90.1% | $13,708-89.2% | $12,562-88.2% |