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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 | $437,340 | $276,582+58.1% | $1,035,159-57.8% | $233,076+87.6% |
| Participation rate | 100.0% | 53.4%+46.6pp | 49.6%+50.4pp | 46.4%+53.6pp |
| Annual return | 0.88% | -68.32%+69.2pp | -61.72%+62.6pp | -82.67%+83.5pp |
| Employer contribution / active EE | $137,500 | $50,529+172.1% | $47,703+188.2% | $43,771+214.1% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $439 | $5,930-92.6% | $5,792-92.4% | $11,204-96.1% |