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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 | $11,388 | $60,139-81.1% | $90,461-87.4% | $79,856-85.7% |
| Participation rate | 84.6% | 65.0%+19.6pp | 72.7%+11.9pp | 69.6%+15.0pp |
| Annual return | 13.88% | 71.96%-58.1pp | 1294.76%-1280.9pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,076 | $2,069-48.0% | $3,264-67.0% | $2,471-56.4% |
| Participant deferral / active EE | $2,135 | $2,939-27.4% | $3,964-46.2% | $3,741-42.9% |
| Admin fee / account holder | $1,056 | $3,978-73.4% | $5,617-81.2% | $5,306-80.1% |