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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 | $9,920 | $172,111-94.2% | $150,298-93.4% | $137,256-92.8% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 18.62% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $837 | $4,636-82.0% | $4,154-79.9% | $4,156-79.9% |
| Participant deferral / active EE | $1,636 | $6,166-73.5% | $5,453-70.0% | $6,407-74.5% |
| Admin fee / account holder | $477 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |