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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 | $336,055 | $413,253-18.7% | $413,253-18.7% | $248,183+35.4% |
| Participation rate | 100.0% | 44.7%+55.3pp | 40.8%+59.2pp | 45.9%+54.1pp |
| Annual return | 13.73% | 8.43%+5.3pp | 8.55%+5.2pp | 10.21%+3.5pp |
| Employer contribution / active EE | $43,798 | $57,036-23.2% | $55,494-21.1% | $42,272+3.6% |
| Participant deferral / active EE | $0 | $123-100.0% | $122-100.0% | $121-100.0% |
| Admin fee / account holder | $2,669 | $160,808-98.3% | $160,808-98.3% | $13,518-80.3% |