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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 | $24,083 | $160,059-85.0% | $140,019-82.8% | $135,380-82.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.14% | 911.48%-918.6pp | 651.17%-658.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,231 | $6,420-65.2% | $5,605-60.2% | $4,779-53.3% |
| Participant deferral / active EE | $4,487 | $7,641-41.3% | $6,927-35.2% | $5,609-20.0% |
| Admin fee / account holder | $1,798 | $13,328-86.5% | $10,705-83.2% | $10,828-83.4% |