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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 | $3,452 | $109,872-96.9% | $98,483-96.5% | $167,536-97.9% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $623 | $3,225-80.7% | $2,961-78.9% | $4,839-87.1% |
| Participant deferral / active EE | $2,468 | $4,673-47.2% | $4,276-42.3% | $6,342-61.1% |
| Admin fee / account holder | $363 | $6,757-94.6% | $5,953-93.9% | $12,315-97.1% |