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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 | $24,172 | $102,429-76.4% | $147,096-83.6% | $80,925-70.1% |
| Participation rate | 89.4% | 75.9%+13.5pp | 82.2%+7.2pp | 67.7%+21.7pp |
| Annual return | 20.23% | 135.02%-114.8pp | 419.75%-399.5pp | 35.65%-15.4pp |
| Employer contribution / active EE | $1,701 | $3,716-54.2% | $4,936-65.5% | $2,756-38.3% |
| Participant deferral / active EE | $3,798 | $6,649-42.9% | $8,071-52.9% | $4,299-11.6% |
| Admin fee / account holder | $509 | $7,957-93.6% | $13,005-96.1% | $6,940-92.7% |