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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 | $11,123 | $106,008-89.5% | $92,240-87.9% | $147,586-92.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.37% | 50.05%-27.7pp | 176.29%-153.9pp | 578.59%-556.2pp |
| Employer contribution / active EE | $2,094 | $4,333-51.7% | $3,680-43.1% | $4,876-57.1% |
| Participant deferral / active EE | $1,448 | $4,478-67.7% | $3,897-62.8% | $5,439-73.4% |
| Admin fee / account holder | $353 | $6,333-94.4% | $5,194-93.2% | $10,886-96.8% |