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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 | $445,769 | $315,650+41.2% | $308,621+44.4% | $338,137+31.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 57.6%+42.4pp | 43.9%+56.1pp |
| Annual return | 9.66% | 8.11%+1.5pp | 8.05%+1.6pp | 13.05%-3.4pp |
| Employer contribution / active EE | $0 | $44,185-100.0% | $42,683-100.0% | $37,647-100.0% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $3,602 | $9,132-60.6% | $8,774-58.9% | $30,946-88.4% |