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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 | $6,454 | $63,764-89.9% | $81,926-92.1% | $79,858-91.9% |
| Participation rate | 80.0% | 67.5%+12.5pp | 72.0%+8.0pp | 69.6%+10.4pp |
| Annual return | 23.04% | 22.66%+0.4pp | 29.49%-6.5pp | 31.72%-8.7pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,877 | $2,780+3.5% | $7,108-59.5% | $3,740-23.1% |
| Admin fee / account holder | $332 | $4,426-92.5% | $5,159-93.6% | $5,306-93.7% |