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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 | $5,898 | $58,311-89.9% | $81,882-92.8% | $80,959-92.7% |
| Participation rate | 75.0% | 63.5%+11.5pp | 72.4%+2.6pp | 67.7%+7.3pp |
| Annual return | 15.60% | 41.85%-26.2pp | 779.47%-763.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $975 | $2,347-58.5% | $2,916-66.6% | $2,757-64.6% |
| Participant deferral / active EE | $1,463 | $3,287-55.5% | $4,323-66.2% | $4,300-66.0% |
| Admin fee / account holder | $1,195 | $4,752-74.9% | $7,360-83.8% | $6,925-82.7% |