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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 | $4,309 | $48,314-91.1% | $67,561-93.6% | $80,925-94.7% |
| Participation rate | 90.0% | 66.4%+23.6pp | 72.9%+17.1pp | 67.7%+22.3pp |
| Annual return | 58.18% | 18.28%+39.9pp | 3525.44%-3467.3pp | 35.65%+22.5pp |
| Employer contribution / active EE | $1,000 | $2,022-50.5% | $2,735-63.4% | $2,756-63.7% |
| Participant deferral / active EE | $1,710 | $2,927-41.6% | $4,003-57.3% | $4,299-60.2% |
| Admin fee / account holder | $439 | $3,690-88.1% | $4,006-89.0% | $6,940-93.7% |