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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 | $30,987 | $97,648-68.3% | $121,663-74.5% | $87,485-64.6% |
| Participation rate | 84.4% | 70.5%+14.0pp | 74.5%+10.0pp | 68.9%+15.5pp |
| Annual return | 13.69% | 18.03%-4.3pp | 147.54%-133.8pp | 26.06%-12.4pp |
| Employer contribution / active EE | $1,111 | $2,300-51.7% | $3,020-63.2% | $2,596-57.2% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,550 | $11,100-86.0% | $14,289-89.2% | $7,775-80.1% |