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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 | $20,876 | $150,446-86.1% | $136,297-84.7% | $147,585-85.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.10% | 1049.14%-1029.0pp | 5156.19%-5136.1pp | 578.58%-558.5pp |
| Employer contribution / active EE | $2,825 | $5,256-46.3% | $4,696-39.8% | $4,876-42.1% |
| Participant deferral / active EE | $5,953 | $6,631-10.2% | $6,247-4.7% | $5,439+9.5% |
| Admin fee / account holder | $1,650 | $10,906-84.9% | $9,244-82.1% | $10,886-84.8% |