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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 | $17,679 | $74,535-76.3% | $100,712-82.4% | $82,637-78.6% |
| Participation rate | 88.9% | 61.2%+27.7pp | 69.3%+19.6pp | 68.1%+20.8pp |
| Annual return | 14.62% | 18.92%-4.3pp | 33.27%-18.7pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,733 | $3,074-11.1% | $4,085-33.1% | $4,126-33.8% |
| Admin fee / account holder | $2,255 | $6,576-65.7% | $9,256-75.6% | $7,339-69.3% |