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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 | $9,286 | $52,678-82.4% | $75,784-87.7% | $59,633-84.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.41% | 2.95%-5.4pp | 9.68%-12.1pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $11,905 | $2,193+442.8% | $3,323+258.2% | $2,203+440.5% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,616 | $3,610-27.5% | $5,300-50.6% | $4,297-39.1% |