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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 | $9,080 | $70,475-87.1% | $100,530-91.0% | $79,858-88.6% |
| Participation rate | 96.9% | 73.7%+23.2pp | 79.4%+17.5pp | 69.6%+27.2pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,757 | $5,181-46.8% | $6,271-56.0% | $3,740-26.3% |
| Admin fee / account holder | $1,033 | $4,478-76.9% | $8,083-87.2% | $5,306-80.5% |