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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 | $5,333 | $75,541-92.9% | $152,093-96.5% | $82,637-93.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 22.05% | 32.56%-10.5pp | 66.36%-44.3pp | 53.51%-31.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,817 | $3,206-43.3% | $5,451-66.7% | $4,126-56.0% |
| Admin fee / account holder | $458 | $6,405-92.9% | $14,497-96.8% | $7,339-93.8% |