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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 | $5,690 | $93,598-93.9% | $135,974-95.8% | $75,173-92.4% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 32.33% | 30.89%+1.4pp | 68.30%-36.0pp | 160.72%-128.4pp |
| Employer contribution / active EE | $1,695 | $3,538-52.1% | $4,859-65.1% | $2,671-36.6% |
| Participant deferral / active EE | $2,791 | $6,405-56.4% | $7,760-64.0% | $4,126-32.4% |
| Admin fee / account holder | $575 | $6,978-91.8% | $10,767-94.7% | $5,651-89.8% |