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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 | $281,547 | $97,761+188.0% | $83,850+235.8% | $135,382+108.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.44% | 1287.44%-1292.9pp | 850.92%-856.4pp | 519.77%-525.2pp |
| Employer contribution / active EE | $13,226 | $4,222+213.3% | $3,631+264.3% | $4,779+176.8% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,278 | $6,674-5.9% | $5,478+14.6% | $10,829-42.0% |