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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 | $6,106 | $77,901-92.2% | $149,717-95.9% | $75,181-91.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 82.87% | 31.73%+51.1pp | 134.41%-51.5pp | 160.69%-77.8pp |
| Employer contribution / active EE | $3,114 | $3,137-0.7% | $4,820-35.4% | $2,671+16.6% |
| Participant deferral / active EE | $2,269 | $3,411-33.5% | $5,682-60.1% | $4,126-45.0% |
| Admin fee / account holder | $352 | $5,949-94.1% | $13,213-97.3% | $5,650-93.8% |