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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 | $5,682 | $75,541-92.5% | $152,093-96.3% | $82,637-93.1% |
| Participation rate | 72.1% | 66.5%+5.6pp | 77.8%-5.7pp | 68.1%+4.0pp |
| Annual return | 14.71% | 32.56%-17.8pp | 66.36%-51.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,020 | $3,206-68.2% | $5,451-81.3% | $4,126-75.3% |
| Admin fee / account holder | $1,434 | $6,405-77.6% | $14,497-90.1% | $7,339-80.5% |