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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 | $8,787 | $48,314-81.8% | $67,561-87.0% | $80,925-89.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.83% | 18.28%-3.4pp | 3525.44%-3510.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $860 | $2,022-57.5% | $2,735-68.6% | $2,756-68.8% |
| Participant deferral / active EE | $1,980 | $2,927-32.3% | $4,003-50.5% | $4,299-53.9% |
| Admin fee / account holder | $1,206 | $3,690-67.3% | $4,006-69.9% | $6,940-82.6% |