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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 | $580,719 | $202,389+186.9% | $198,173+193.0% | $248,183+134.0% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 17.35% | 9.90%+7.5pp | 10.16%+7.2pp | 10.21%+7.1pp |
| Employer contribution / active EE | $74,004 | $36,071+105.2% | $33,192+123.0% | $42,272+75.1% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $3,844 | $7,397-48.0% | $7,531-49.0% | $13,518-71.6% |