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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 | $11,351 | $63,365-82.1% | $91,994-87.7% | $72,975-84.4% |
| Participation rate | 83.3% | 72.5%+10.8pp | 78.6%+4.7pp | 69.5%+13.8pp |
| Annual return | 24.03% | 35.35%-11.3pp | 69.04%-45.0pp | 81.01%-57.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,146 | $4,883-56.0% | $5,924-63.8% | $3,608-40.5% |
| Admin fee / account holder | $538 | $4,670-88.5% | $7,744-93.1% | $5,124-89.5% |