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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 | $2,182 | $37,446-94.2% | $77,552-97.2% | $79,856-97.3% |
| Participation rate | 84.6% | 41.5%+43.1pp | 54.2%+30.4pp | 69.6%+15.0pp |
| Annual return | 162.51% | 39.76%+122.8pp | 54.82%+107.7pp | 31.71%+130.8pp |
| Employer contribution / active EE | $868 | $637+36.2% | $987-12.0% | $2,471-64.9% |
| Participant deferral / active EE | $1,151 | $1,261-8.7% | $1,861-38.1% | $3,741-69.2% |
| Admin fee / account holder | $403 | $2,506-83.9% | $2,859-85.9% | $5,306-92.4% |