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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 | $12,671 | $71,197-82.2% | $93,669-86.5% | $80,925-84.3% |
| Participation rate | 85.3% | 60.4%+24.9pp | 68.7%+16.6pp | 67.7%+17.6pp |
| Annual return | 15.31% | 11.27%+4.0pp | 133.59%-118.3pp | 35.65%-20.3pp |
| Employer contribution / active EE | $967 | $1,565-38.2% | $2,424-60.1% | $2,756-64.9% |
| Participant deferral / active EE | $3,428 | $4,036-15.0% | $4,416-22.4% | $4,299-20.2% |
| Admin fee / account holder | $1,861 | $6,959-73.3% | $8,291-77.6% | $6,940-73.2% |