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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 | $4,440 | $57,061-92.2% | $85,063-94.8% | $80,911-94.5% |
| Participation rate | 70.9% | 56.3%+14.5pp | 67.5%+3.4pp | 67.6%+3.2pp |
| Annual return | 18.77% | 21.66%-2.9pp | 66.54%-47.8pp | 35.63%-16.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,932 | $3,110-37.9% | $4,523-57.3% | $4,297-55.0% |
| Admin fee / account holder | $1,343 | $4,986-73.1% | $6,155-78.2% | $6,935-80.6% |