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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 | $15,408 | $166,131-90.7% | $164,975-90.7% | $145,877-89.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 18.90% | 100.37%-81.5pp | 70.12%-51.2pp | 551.28%-532.4pp |
| Employer contribution / active EE | $2,554 | $5,276-51.6% | $4,343-41.2% | $4,663-45.2% |
| Participant deferral / active EE | $2,850 | $6,962-59.1% | $6,033-52.8% | $6,691-57.4% |
| Admin fee / account holder | $578 | $16,648-96.5% | $12,688-95.4% | $13,402-95.7% |