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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 | $17,277 | $160,040-89.2% | $147,096-88.3% | $145,877-88.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 42.09% | 98.49%-56.4pp | 419.75%-377.7pp | 551.28%-509.2pp |
| Employer contribution / active EE | $1,463 | $5,289-72.3% | $4,936-70.4% | $4,663-68.6% |
| Participant deferral / active EE | $4,382 | $8,429-48.0% | $8,071-45.7% | $6,691-34.5% |
| Admin fee / account holder | $536 | $15,050-96.4% | $13,005-95.9% | $13,402-96.0% |