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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 | $11,681 | $132,634-91.2% | $115,768-89.9% | $137,256-91.5% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.4%-0.7pp | 80.0%-6.3pp |
| Annual return | 21.06% | 160.70%-139.6pp | 100.46%-79.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $935 | $3,360-72.2% | $2,940-68.2% | $4,156-77.5% |
| Participant deferral / active EE | $2,177 | $5,619-61.2% | $4,917-55.7% | $6,407-66.0% |
| Admin fee / account holder | $792 | $15,028-94.7% | $12,439-93.6% | $12,270-93.5% |