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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 | $4,307 | $88,996-95.2% | $78,004-94.5% | $138,895-96.9% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.4%+13.9pp | 79.9%+3.4pp |
| Annual return | 11.91% | 28.03%-16.1pp | 31.07%-19.2pp | 145.39%-133.5pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,668 | $4,724-64.7% | $4,092-59.2% | $6,396-73.9% |
| Admin fee / account holder | $1,667 | $8,807-81.1% | $7,578-78.0% | $12,562-86.7% |