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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 | $7,441 | $113,941-93.5% | $94,229-92.1% | $125,389-94.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,500 | $4,727-26.0% | $3,587-2.4% | $4,866-28.1% |
| Participant deferral / active EE | $3,579 | $5,179-30.9% | $4,320-17.2% | $5,352-33.1% |
| Admin fee / account holder | $4,376 | $8,392-47.9% | $6,269-30.2% | $9,541-54.1% |