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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 | $12,092 | $54,757-77.9% | $90,300-86.6% | $72,983-83.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 62.00% | 30.63%+31.4pp | 78.11%-16.1pp | 81.01%-19.0pp |
| Employer contribution / active EE | $4,121 | $2,092+97.0% | $2,854+44.4% | $2,440+68.9% |
| Participant deferral / active EE | $2,641 | $2,887-8.5% | $3,884-32.0% | $3,608-26.8% |
| Admin fee / account holder | $1,223 | $3,972-69.2% | $5,353-77.1% | $5,124-76.1% |