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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 | $5,014 | $99,995-95.0% | $85,063-94.1% | $145,978-96.6% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 17.85% | 83.99%-66.1pp | 66.54%-48.7pp | 550.52%-532.7pp |
| Employer contribution / active EE | $1,261 | $3,231-61.0% | $2,727-53.8% | $4,662-73.0% |
| Participant deferral / active EE | $1,612 | $5,295-69.6% | $4,523-64.4% | $6,690-75.9% |
| Admin fee / account holder | $379 | $7,255-94.8% | $6,155-93.8% | $13,400-97.2% |