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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 | $5,610 | $160,070-96.5% | $147,117-96.2% | $145,897-96.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 202.65% | 98.69%+104.0pp | 420.54%-217.9pp | 552.29%-349.6pp |
| Employer contribution / active EE | $1,508 | $5,285-71.5% | $4,932-69.4% | $4,663-67.7% |
| Participant deferral / active EE | $2,864 | $8,419-66.0% | $8,065-64.5% | $6,689-57.2% |
| Admin fee / account holder | $636 | $15,035-95.8% | $12,993-95.1% | $13,390-95.3% |