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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 | $3,134 | $109,905-97.1% | $98,506-96.8% | $167,553-98.1% |
| Participation rate | 78.6% | 75.8%+2.7pp | 73.3%+5.2pp | 82.1%-3.5pp |
| Annual return | 25.68% | 1960.20%-1934.5pp | 1494.92%-1469.2pp | 478.89%-453.2pp |
| Employer contribution / active EE | $1,014 | $3,226-68.6% | $2,961-65.8% | $4,840-79.1% |
| Participant deferral / active EE | $1,318 | $4,674-71.8% | $4,277-69.2% | $6,343-79.2% |
| Admin fee / account holder | $412 | $6,760-93.9% | $5,955-93.1% | $12,316-96.7% |