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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 | $7,831 | $82,674-90.5% | $125,381-93.8% | $68,486-88.6% |
| Participation rate | 93.9% | 75.1%+18.8pp | 82.4%+11.5pp | 67.9%+26.0pp |
| Annual return | -11.53% | -5.97%-5.6pp | 572.31%-583.8pp | -7.85%-3.7pp |
| Employer contribution / active EE | $1,316 | $3,382-61.1% | $4,815-72.7% | $2,597-49.3% |
| Participant deferral / active EE | $2,639 | $6,111-56.8% | $7,448-64.6% | $4,028-34.5% |
| Admin fee / account holder | $1,658 | $6,277-73.6% | $10,007-83.4% | $5,404-69.3% |