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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 | $20,366 | $81,487-75.0% | $102,412-80.1% | $80,935-74.8% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.7%+24.0pp |
| Annual return | 95.78% | 25.60%+70.2pp | 24.94%+70.8pp | 35.66%+60.1pp |
| Employer contribution / active EE | $3,274 | $3,103+5.5% | $3,870-15.4% | $2,757+18.8% |
| Participant deferral / active EE | $6,178 | $3,871+59.6% | $5,060+22.1% | $4,299+43.7% |
| Admin fee / account holder | $939 | $6,717-86.0% | $8,388-88.8% | $6,924-86.4% |