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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 | $15,514 | $150,447-89.7% | $136,298-88.6% | $147,586-89.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.26% | 1049.15%-1028.9pp | 5156.27%-5136.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $2,933 | $5,256-44.2% | $4,696-37.5% | $4,876-39.9% |
| Participant deferral / active EE | $12,156 | $6,631+83.3% | $6,247+94.6% | $5,439+123.5% |
| Admin fee / account holder | $6,152 | $10,906-43.6% | $9,244-33.4% | $10,886-43.5% |