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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 | $75,541-94.9% | $152,093-97.5% | $82,637-95.4% |
| Participation rate | 76.7% | 66.5%+10.1pp | 77.8%-1.1pp | 68.1%+8.6pp |
| Annual return | 19.10% | 32.56%-13.5pp | 66.36%-47.3pp | 53.51%-34.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,351 | $3,206-57.9% | $5,451-75.2% | $4,126-67.3% |
| Admin fee / account holder | $974 | $6,405-84.8% | $14,497-93.3% | $7,339-86.7% |