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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 | $23,378 | $104,482-77.6% | $159,455-85.3% | $79,393-70.6% |
| Participation rate | 79.2% | 76.6%+2.6pp | 82.8%-3.7pp | 70.7%+8.5pp |
| Annual return | 32.12% | 67.96%-35.8pp | 263.63%-231.5pp | 116.87%-84.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $4,830-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $9,124 | $6,467+41.1% | $7,353+24.1% | $4,046+125.5% |
| Admin fee / account holder | $2,925 | $711+311.2% | $10,800-72.9% | $627+366.8% |