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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 | $9,576 | $102,393-90.6% | $147,041-93.5% | $80,911-88.2% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 18.40% | 134.95%-116.5pp | 419.21%-400.8pp | 35.63%-17.2pp |
| Employer contribution / active EE | $2,084 | $3,715-43.9% | $4,935-57.8% | $2,756-24.4% |
| Participant deferral / active EE | $4,084 | $6,647-38.6% | $8,071-49.4% | $4,297-5.0% |
| Admin fee / account holder | $1,999 | $7,943-74.8% | $13,006-84.6% | $6,935-71.2% |