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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 | $12,260 | $68,878-82.2% | $120,574-89.8% | $80,935-84.9% |
| Participation rate | 74.0% | 61.7%+12.3pp | 71.9%+2.1pp | 67.7%+6.3pp |
| Annual return | 15.58% | 23.67%-8.1pp | 107.42%-91.8pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,823 | $2,065-11.7% | $3,471-47.5% | $2,757-33.9% |
| Participant deferral / active EE | $2,747 | $3,189-13.8% | $4,996-45.0% | $4,299-36.1% |
| Admin fee / account holder | $335 | $5,782-94.2% | $9,445-96.5% | $6,924-95.2% |