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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 | $15,779 | $166,242-90.5% | $165,071-90.4% | $145,884-89.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.15% | 100.44%-87.3pp | 70.17%-57.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,541 | $5,283-51.9% | $4,347-41.5% | $4,662-45.5% |
| Participant deferral / active EE | $3,406 | $6,964-51.1% | $6,035-43.6% | $6,690-49.1% |
| Admin fee / account holder | $830 | $16,658-95.0% | $12,695-93.5% | $13,392-93.8% |