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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 | $16,675 | $157,304-89.4% | $141,197-88.2% | $152,909-89.1% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 65.55% | 64.34%+1.2pp | 71.41%-5.9pp | 345.46%-279.9pp |
| Employer contribution / active EE | $1,945 | $5,263-63.0% | $4,736-58.9% | $4,764-59.2% |
| Participant deferral / active EE | $5,710 | $7,111-19.7% | $6,710-14.9% | $5,851-2.4% |
| Admin fee / account holder | $1,149 | $12,126-90.5% | $10,265-88.8% | $11,601-90.1% |