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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 | $15,128 | $65,575-76.9% | $86,209-82.5% | $75,181-79.9% |
| Participation rate | 89.8% | 60.5%+29.3pp | 69.0%+20.8pp | 67.2%+22.6pp |
| Annual return | 15.37% | 46.07%-30.7pp | 1169.05%-1153.7pp | 160.69%-145.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,228 | $3,023+106.0% | $3,986+56.2% | $4,126+51.0% |
| Admin fee / account holder | $2,166 | $5,470-60.4% | $6,853-68.4% | $5,650-61.7% |