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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 | $19,192 | $197,603-90.3% | $177,827-89.2% | $158,950-87.9% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+8.9pp |
| Annual return | 50.33% | 58.76%-8.4pp | 48.32%+2.0pp | 302.91%-252.6pp |
| Employer contribution / active EE | $2,330 | $6,698-65.2% | $5,918-60.6% | $4,762-51.1% |
| Participant deferral / active EE | $3,587 | $8,404-57.3% | $7,713-53.5% | $5,983-40.0% |
| Admin fee / account holder | $9,360 | $15,402-39.2% | $12,429-24.7% | $11,248-16.8% |