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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 | $14,087 | $159,978-91.2% | $147,041-90.4% | $145,978-90.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 11.17% | 98.36%-87.2pp | 419.21%-408.0pp | 550.52%-539.4pp |
| Employer contribution / active EE | $2,284 | $5,288-56.8% | $4,935-53.7% | $4,662-51.0% |
| Participant deferral / active EE | $3,585 | $8,429-57.5% | $8,071-55.6% | $6,690-46.4% |
| Admin fee / account holder | $550 | $15,053-96.3% | $13,006-95.8% | $13,400-95.9% |