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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 | $7,124 | $60,128-88.2% | $90,440-92.1% | $79,852-91.1% |
| Participation rate | 74.4% | 65.0%+9.4pp | 72.7%+1.7pp | 69.6%+4.8pp |
| Annual return | 41.14% | 71.95%-30.8pp | 1294.38%-1253.2pp | 31.72%+9.4pp |
| Employer contribution / active EE | $340 | $2,068-83.6% | $3,263-89.6% | $2,471-86.2% |
| Participant deferral / active EE | $839 | $2,939-71.5% | $3,964-78.8% | $3,740-77.6% |
| Admin fee / account holder | $721 | $3,977-81.9% | $5,615-87.2% | $5,306-86.4% |