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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 | $13,870 | $168,635-91.8% | $147,617-90.6% | $125,389-88.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.39% | 77.65%-80.0pp | 61.98%-64.4pp | 282.24%-284.6pp |
| Employer contribution / active EE | $9,508 | $6,252+52.1% | $5,564+70.9% | $4,866+95.4% |
| Participant deferral / active EE | $3,268 | $5,507-40.7% | $4,895-33.2% | $5,352-38.9% |
| Admin fee / account holder | $1,028 | $13,580-92.4% | $11,612-91.1% | $9,541-89.2% |