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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 | $7,561 | $111,535-93.2% | $105,223-92.8% | $137,256-94.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.34% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,659 | $3,939-57.9% | $3,689-55.0% | $4,156-60.1% |
| Participant deferral / active EE | $2,942 | $5,500-46.5% | $5,072-42.0% | $6,407-54.1% |
| Admin fee / account holder | $1,265 | $9,721-87.0% | $8,859-85.7% | $12,270-89.7% |