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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $615,210 | $88,707+593.5% | $74,184+729.3% | $273,972+124.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.30% | 11.94%+0.4pp | 17.74%-5.4pp | 41.46%-29.2pp |
| Employer contribution / active EE | $13,216 | $3,159+318.3% | $2,370+457.6% | $4,869+171.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,000 | $8,717+14.7% | $5,586+79.0% | $10,133-1.3% |