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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 | $26,198 | $180,459-85.5% | $154,108-83.0% | $135,380-80.6% |
| Participation rate | 88.2% | 87.4%+0.8pp | 83.0%+5.2pp | 82.6%+5.6pp |
| Annual return | -6.20% | 888.21%-894.4pp | 735.21%-741.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,643 | $6,035-72.8% | $5,298-69.0% | $4,779-65.6% |
| Participant deferral / active EE | $4,088 | $5,806-29.6% | $5,081-19.5% | $5,609-27.1% |
| Admin fee / account holder | $1,173 | $16,145-92.7% | $13,411-91.3% | $10,828-89.2% |