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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 | $3,825 | $77,814-95.1% | $158,223-97.6% | $86,983-95.6% |
| Participation rate | 76.7% | 68.4%+8.3pp | 79.2%-2.5pp | 69.5%+7.1pp |
| Annual return | 19.10% | 30.54%-11.4pp | 52.09%-33.0pp | 25.83%-6.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,351 | $3,270-58.7% | $5,467-75.3% | $4,194-67.8% |
| Admin fee / account holder | $974 | $5,879-83.4% | $16,047-93.9% | $7,856-87.6% |