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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 | $16,232 | $82,674-80.4% | $125,381-87.1% | $68,486-76.3% |
| Participation rate | 95.8% | 75.1%+20.7pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -17.76% | -5.97%-11.8pp | 572.31%-590.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,501 | $3,382-26.0% | $4,815-48.1% | $2,597-3.7% |
| Participant deferral / active EE | $6,206 | $6,111+1.6% | $7,448-16.7% | $4,028+54.1% |
| Admin fee / account holder | $889 | $6,277-85.8% | $10,007-91.1% | $5,404-83.6% |