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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 | $8,118 | $55,423-85.4% | $155,602-94.8% | $74,400-89.1% |
| Participation rate | 80.2% | 61.9%+18.3pp | 78.2%+2.0pp | 67.2%+13.0pp |
| Annual return | 20.46% | 269.07%-248.6pp | 64.81%-44.4pp | 1367.51%-1347.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,733 | $2,835-38.9% | $5,629-69.2% | $4,348-60.1% |
| Admin fee / account holder | $557 | $1,744-68.1% | $15,923-96.5% | $1,944-71.3% |