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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 | $6,553 | $111,535-94.1% | $105,223-93.8% | $137,256-95.2% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 32.26% | 237.85%-205.6pp | 180.65%-148.4pp | 220.34%-188.1pp |
| Employer contribution / active EE | $1,508 | $3,939-61.7% | $3,689-59.1% | $4,156-63.7% |
| Participant deferral / active EE | $2,690 | $5,500-51.1% | $5,072-47.0% | $6,407-58.0% |
| Admin fee / account holder | $321 | $9,721-96.7% | $8,859-96.4% | $12,270-97.4% |