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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 | $6,293 | $61,338-89.7% | $149,717-95.8% | $71,495-91.2% |
| Participation rate | 86.7% | 62.5%+24.1pp | 78.8%+7.9pp | 67.9%+18.7pp |
| Annual return | 32.38% | 35.86%-3.5pp | 134.41%-102.0pp | 28.85%+3.5pp |
| Employer contribution / active EE | $1,159 | $2,381-51.3% | $4,820-75.9% | $2,589-55.2% |
| Participant deferral / active EE | $2,973 | $2,919+1.8% | $5,682-47.7% | $4,291-30.7% |
| Admin fee / account holder | $338 | $1,263-73.2% | $13,213-97.4% | $1,588-78.7% |