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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 | $18,319 | $63,346-71.1% | $92,240-80.1% | $70,126-73.9% |
| Participation rate | 88.1% | 68.7%+19.4pp | 76.5%+11.6pp | 69.5%+18.6pp |
| Annual return | 39.02% | 530.19%-491.2pp | 176.29%-137.3pp | 73.15%-34.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,091 | $2,854+8.3% | $3,897-20.7% | $3,332-7.2% |
| Admin fee / account holder | $2,565 | $3,841-33.2% | $5,194-50.6% | $4,645-44.8% |