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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 | $7,236 | $57,312-87.4% | $86,617-91.6% | $75,181-90.4% |
| Participation rate | 71.7% | 63.2%+8.5pp | 71.7%0pp | 67.2%+4.5pp |
| Annual return | 49.10% | 2672.78%-2623.7pp | 591.91%-542.8pp | 160.69%-111.6pp |
| Employer contribution / active EE | $1,600 | $2,315-30.9% | $3,023-47.1% | $2,671-40.1% |
| Participant deferral / active EE | $3,557 | $3,319+7.2% | $4,437-19.8% | $4,126-13.8% |
| Admin fee / account holder | $601 | $4,114-85.4% | $5,613-89.3% | $5,650-89.4% |