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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,884 | $444,907-32.4% | $304,612-1.2% | $382,429-21.3% |
| Participation rate | 0.0% | 89.6%-89.6pp | 81.9%-81.9pp | 87.7%-87.7pp |
| Annual return | 20.89% | 345.83%-324.9pp | 329.91%-309.0pp | 248.85%-228.0pp |
| Employer contribution / active EE | $0 | $10,568-100.0% | $7,476-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $7,127-100.0% | $5,388-100.0% | $5,727-100.0% |
| Admin fee / account holder | $7,293 | $16,329-55.3% | $12,962-43.7% | $30,732-76.3% |