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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 | $123,137 | $224,072-45.0% | $220,428-44.1% | $254,173-51.6% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 11.78% | 99.74%-88.0pp | 90.61%-78.8pp | 259.17%-247.4pp |
| Employer contribution / active EE | $10,000 | $35,080-71.5% | $32,730-69.4% | $41,471-75.9% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $927 | $13,610-93.2% | $12,805-92.8% | $21,502-95.7% |