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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 | $7,168 | $111,535-93.6% | $105,223-93.2% | $137,256-94.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.30% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,415 | $3,939-64.1% | $3,689-61.6% | $4,156-65.9% |
| Participant deferral / active EE | $2,068 | $5,500-62.4% | $5,072-59.2% | $6,407-67.7% |
| Admin fee / account holder | $1,134 | $9,721-88.3% | $8,859-87.2% | $12,270-90.8% |