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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 | $511,137 | $293,345+74.2% | $246,988+106.9% | $461,066+10.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 81.0%+19.0pp | 87.7%+12.3pp |
| Annual return | 12.29% | -3.12%+15.4pp | -2.27%+14.6pp | 484.84%-472.5pp |
| Employer contribution / active EE | $31,405 | $6,154+410.3% | $5,427+478.6% | $9,163+242.7% |
| Participant deferral / active EE | $0 | $4,460-100.0% | $4,120-100.0% | $6,032-100.0% |
| Admin fee / account holder | $5,222 | $33,516-84.4% | $28,383-81.6% | $28,147-81.4% |