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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 | $16,142 | $82,630-80.5% | $64,105-74.8% | $125,389-87.1% |
| Participation rate | 72.7% | 75.9%-3.1pp | 68.2%+4.6pp | 83.2%-10.5pp |
| Annual return | -0.30% | 1489.72%-1490.0pp | 791.24%-791.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,568 | $3,608-56.6% | $2,822-44.4% | $5,352-70.7% |
| Admin fee / account holder | $1,070 | $6,382-83.2% | $4,499-76.2% | $9,541-88.8% |