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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 | $6,531 | $96,643-93.2% | $86,617-92.5% | $139,456-95.3% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 60.77% | 106.57%-45.8pp | 591.91%-531.1pp | 373.45%-312.7pp |
| Employer contribution / active EE | $847 | $3,264-74.1% | $3,023-72.0% | $4,753-82.2% |
| Participant deferral / active EE | $5,160 | $4,835+6.7% | $4,437+16.3% | $6,711-23.1% |
| Admin fee / account holder | $318 | $6,406-95.0% | $5,613-94.3% | $11,407-97.2% |