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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 | $7,565 | $108,882-93.1% | $96,754-92.2% | $154,746-95.1% |
| Participation rate | 90.0% | 75.1%+14.9pp | 70.3%+19.7pp | 80.7%+9.3pp |
| Annual return | 31.92% | 98.39%-66.5pp | 82.04%-50.1pp | 172.34%-140.4pp |
| Employer contribution / active EE | $1,495 | $3,018-50.5% | $2,679-44.2% | $4,379-65.9% |
| Participant deferral / active EE | $1,995 | $5,323-62.5% | $4,758-58.1% | $6,730-70.4% |
| Admin fee / account holder | $637 | $10,200-93.8% | $8,905-92.8% | $14,365-95.6% |