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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 | $7,055 | $160,070-95.6% | $147,117-95.2% | $145,897-95.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 150.66% | 98.69%+52.0pp | 420.54%-269.9pp | 552.29%-401.6pp |
| Employer contribution / active EE | $2,483 | $5,285-53.0% | $4,932-49.7% | $4,663-46.8% |
| Participant deferral / active EE | $7,377 | $8,419-12.4% | $8,065-8.5% | $6,689+10.3% |
| Admin fee / account holder | $7,204 | $15,035-52.1% | $12,993-44.6% | $13,390-46.2% |