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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 | $159,978-95.6% | $147,041-95.2% | $145,978-95.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 150.66% | 98.36%+52.3pp | 419.21%-268.5pp | 550.52%-399.9pp |
| Employer contribution / active EE | $2,483 | $5,288-53.1% | $4,935-49.7% | $4,662-46.7% |
| Participant deferral / active EE | $7,377 | $8,429-12.5% | $8,071-8.6% | $6,690+10.3% |
| Admin fee / account holder | $7,204 | $15,053-52.1% | $13,006-44.6% | $13,400-46.2% |