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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 | $3,487 | $81,331-95.7% | $155,534-97.8% | $80,935-95.7% |
| Participation rate | 78.9% | 66.3%+12.7pp | 78.2%+0.7pp | 67.7%+11.3pp |
| Annual return | 13.21% | 33.37%-20.2pp | 64.92%-51.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $461 | $3,105-85.2% | $4,675-90.1% | $2,757-83.3% |
| Participant deferral / active EE | $1,036 | $3,454-70.0% | $5,630-81.6% | $4,299-75.9% |
| Admin fee / account holder | $400 | $7,999-95.0% | $15,900-97.5% | $6,924-94.2% |