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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 | $22,416 | $135,645-83.5% | $110,243-79.7% | $135,380-83.4% |
| Participation rate | 73.9% | 83.5%-9.5pp | 79.8%-5.9pp | 82.6%-8.7pp |
| Annual return | -8.09% | 513.24%-521.3pp | 314.76%-322.8pp | 519.81%-527.9pp |
| Employer contribution / active EE | $2,050 | $4,907-58.2% | $3,827-46.4% | $4,779-57.1% |
| Participant deferral / active EE | $3,434 | $5,507-37.6% | $4,672-26.5% | $5,609-38.8% |
| Admin fee / account holder | $973 | $11,458-91.5% | $8,548-88.6% | $10,828-91.0% |