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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 | $4,107 | $84,697-95.2% | $73,845-94.4% | $125,393-96.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.33% | 3123.66%-3125.0pp | 2267.91%-2269.2pp | 282.23%-283.6pp |
| Employer contribution / active EE | $1,945 | $3,123-37.7% | $2,788-30.2% | $4,866-60.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $396 | $5,692-93.0% | $4,881-91.9% | $9,541-95.9% |