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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 | $16,184 | $68,412-76.3% | $94,679-82.9% | $75,181-78.5% |
| Participation rate | 70.4% | 76.1%-5.7pp | 80.8%-10.5pp | 67.2%+3.2pp |
| Annual return | 93.09% | 616.91%-523.8pp | 156.75%-63.7pp | 160.69%-67.6pp |
| Employer contribution / active EE | $3,972 | $2,701+47.1% | $3,673+8.1% | $2,671+48.7% |
| Participant deferral / active EE | $7,015 | $6,537+7.3% | $7,417-5.4% | $4,126+70.0% |
| Admin fee / account holder | $4,102 | $5,326-23.0% | $7,233-43.3% | $5,650-27.4% |