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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 | $12,073 | $132,634-90.9% | $115,768-89.6% | $137,256-91.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.80% | 160.70%-141.9pp | 100.46%-81.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,496 | $3,360-55.5% | $2,940-49.1% | $4,156-64.0% |
| Participant deferral / active EE | $2,938 | $5,619-47.7% | $4,917-40.2% | $6,407-54.1% |
| Admin fee / account holder | $1,755 | $15,028-88.3% | $12,439-85.9% | $12,270-85.7% |