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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 | $3,144 | $90,489-96.5% | $76,051-95.9% | $145,978-97.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 28.29% | 622.78%-594.5pp | 360.42%-332.1pp | 550.52%-522.2pp |
| Employer contribution / active EE | $1,627 | $3,319-51.0% | $2,690-39.5% | $4,662-65.1% |
| Participant deferral / active EE | $1,753 | $5,164-66.1% | $4,257-58.8% | $6,690-73.8% |
| Admin fee / account holder | $356 | $8,374-95.8% | $6,416-94.5% | $13,400-97.3% |