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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 | $10,655 | $50,554-78.9% | $67,681-84.3% | $87,485-87.8% |
| Participation rate | 87.1% | 67.7%+19.4pp | 73.7%+13.4pp | 68.9%+18.2pp |
| Annual return | 17.61% | 17.81%-0.2pp | 590.58%-573.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $715 | $1,988-64.0% | $2,678-73.3% | $2,596-72.4% |
| Participant deferral / active EE | $3,796 | $2,961+28.2% | $3,976-4.5% | $4,274-11.2% |
| Admin fee / account holder | $1,021 | $4,132-75.3% | $6,100-83.3% | $7,775-86.9% |