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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 | $11,537 | $148,629-92.2% | $135,982-91.5% | $139,487-91.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 70.00% | 79.33%-9.3pp | 68.32%+1.7pp | 373.84%-303.8pp |
| Employer contribution / active EE | $2,812 | $5,247-46.4% | $4,859-42.1% | $4,755-40.9% |
| Participant deferral / active EE | $7,192 | $8,102-11.2% | $7,760-7.3% | $6,713+7.1% |
| Admin fee / account holder | $2,256 | $12,406-81.8% | $10,767-79.0% | $11,407-80.2% |