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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 | $4,803 | $76,368-93.7% | $67,681-92.9% | $154,746-96.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 25.43% | 1066.77%-1041.3pp | 590.58%-565.2pp | 172.34%-146.9pp |
| Employer contribution / active EE | $910 | $3,151-71.1% | $2,678-66.0% | $4,379-79.2% |
| Participant deferral / active EE | $2,067 | $4,824-57.2% | $3,976-48.0% | $6,730-69.3% |
| Admin fee / account holder | $602 | $8,559-93.0% | $6,100-90.1% | $14,365-95.8% |