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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 | $10,032 | $110,337-90.9% | $102,383-90.2% | $145,877-93.1% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | 12.78% | 24.83%-12.1pp | 24.94%-12.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,602 | $4,216-62.0% | $3,870-58.6% | $4,663-65.7% |
| Participant deferral / active EE | $2,047 | $5,621-63.6% | $5,060-59.5% | $6,691-69.4% |
| Admin fee / account holder | $795 | $9,750-91.9% | $8,391-90.5% | $13,402-94.1% |