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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 | $10,834 | $102,382-89.4% | $147,005-92.6% | $80,874-86.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 0.00% | 134.89%-134.9pp | 418.76%-418.8pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,693 | $3,715-54.4% | $4,934-65.7% | $2,756-38.5% |
| Participant deferral / active EE | $7,145 | $6,646+7.5% | $8,070-11.5% | $4,297+66.3% |
| Admin fee / account holder | $562 | $7,942-92.9% | $13,006-95.7% | $6,935-91.9% |