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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 | $24,172 | $102,382-76.4% | $147,005-83.6% | $80,874-70.1% |
| Participation rate | 89.4% | 75.8%+13.5pp | 82.2%+7.2pp | 67.6%+21.7pp |
| Annual return | 20.23% | 134.89%-114.7pp | 418.76%-398.5pp | 35.62%-15.4pp |
| Employer contribution / active EE | $1,701 | $3,715-54.2% | $4,934-65.5% | $2,756-38.3% |
| Participant deferral / active EE | $3,798 | $6,646-42.9% | $8,070-52.9% | $4,297-11.6% |
| Admin fee / account holder | $509 | $7,942-93.6% | $13,006-96.1% | $6,935-92.7% |