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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 | $1,929 | $80,812-97.6% | $160,784-98.8% | $82,448-97.7% |
| Participation rate | 79.1% | 66.2%+12.9pp | 77.0%+2.2pp | 68.1%+11.1pp |
| Annual return | 15.88% | 100.59%-84.7pp | 1803.92%-1788.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $480 | $2,174-77.9% | $3,733-87.1% | $2,551-81.2% |
| Participant deferral / active EE | $1,381 | $4,335-68.2% | $6,293-78.1% | $4,139-66.6% |
| Admin fee / account holder | $1,259 | $7,695-83.6% | $9,717-87.0% | $7,234-82.6% |