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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 | $5,980 | $111,535-94.6% | $105,223-94.3% | $137,256-95.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 19.64% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $853 | $3,939-78.3% | $3,689-76.9% | $4,156-79.5% |
| Participant deferral / active EE | $1,484 | $5,500-73.0% | $5,072-70.7% | $6,407-76.8% |
| Admin fee / account holder | $1,000 | $9,721-89.7% | $8,859-88.7% | $12,270-91.9% |