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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 | $4,319 | $55,902-92.3% | $76,030-94.3% | $80,959-94.7% |
| Participation rate | 86.7% | 62.1%+24.6pp | 69.1%+17.6pp | 67.7%+19.0pp |
| Annual return | 17.45% | 20.59%-3.1pp | 361.54%-344.1pp | 35.67%-18.2pp |
| Employer contribution / active EE | $490 | $1,867-73.8% | $2,688-81.8% | $2,757-82.2% |
| Participant deferral / active EE | $2,541 | $3,051-16.7% | $4,257-40.3% | $4,300-40.9% |
| Admin fee / account holder | $821 | $5,239-84.3% | $6,421-87.2% | $6,925-88.2% |