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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 | $6,302 | $96,643-93.5% | $86,617-92.7% | $139,456-95.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 37.39% | 106.57%-69.2pp | 591.91%-554.5pp | 373.45%-336.1pp |
| Employer contribution / active EE | $1,861 | $3,264-43.0% | $3,023-38.5% | $4,753-60.9% |
| Participant deferral / active EE | $2,025 | $4,835-58.1% | $4,437-54.4% | $6,711-69.8% |
| Admin fee / account holder | $517 | $6,406-91.9% | $5,613-90.8% | $11,407-95.5% |