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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 | $11,757 | $160,040-92.7% | $147,096-92.0% | $145,877-91.9% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 15.15% | 98.49%-83.3pp | 419.75%-404.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,265 | $5,289-57.2% | $4,936-54.1% | $4,663-51.4% |
| Participant deferral / active EE | $3,413 | $8,429-59.5% | $8,071-57.7% | $6,691-49.0% |
| Admin fee / account holder | $1,865 | $15,050-87.6% | $13,005-85.7% | $13,402-86.1% |