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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 | $13,254 | $82,674-84.0% | $125,381-89.4% | $68,486-80.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.60% | -5.97%-8.6pp | 572.31%-586.9pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,478 | $3,382-56.3% | $4,815-69.3% | $2,597-43.1% |
| Participant deferral / active EE | $3,110 | $6,111-49.1% | $7,448-58.2% | $4,028-22.8% |
| Admin fee / account holder | $741 | $6,277-88.2% | $10,007-92.6% | $5,404-86.3% |