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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 | $373,277 | $186,737+99.9% | $186,737+99.9% | $248,183+50.4% |
| Participation rate | 100.0% | 38.0%+62.0pp | 31.3%+68.8pp | 45.9%+54.1pp |
| Annual return | 18.81% | 7.39%+11.4pp | 7.90%+10.9pp | 10.21%+8.6pp |
| Employer contribution / active EE | $10,750 | $46,520-76.9% | $41,695-74.2% | $42,272-74.6% |
| Participant deferral / active EE | $0 | $42-100.0% | $47-100.0% | $121-100.0% |
| Admin fee / account holder | $2,829 | $811+249.0% | $811+249.0% | $13,518-79.1% |