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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 | $9,016 | $77,157-88.3% | $108,405-91.7% | $85,847-89.5% |
| Participation rate | 81.5% | 74.7%+6.8pp | 80.1%+1.3pp | 69.3%+12.2pp |
| Annual return | 0.00% | 44.55%-44.6pp | 905.55%-905.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $916 | $2,379-61.5% | $3,559-74.3% | $2,565-64.3% |
| Participant deferral / active EE | $7,523 | $5,567+35.1% | $6,563+14.6% | $3,952+90.3% |
| Admin fee / account holder | $315 | $5,174-93.9% | $7,297-95.7% | $6,261-95.0% |