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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 | $270,145 | $97,729+176.4% | $83,830+222.3% | $135,379+99.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 8.39% | 1287.52%-1279.1pp | 850.97%-842.6pp | 519.79%-511.4pp |
| Employer contribution / active EE | $14,146 | $4,222+235.1% | $3,631+289.6% | $4,779+196.0% |
| Participant deferral / active EE | $1,056 | $4,683-77.4% | $4,082-74.1% | $5,609-81.2% |
| Admin fee / account holder | $5,000 | $6,674-25.1% | $5,479-8.7% | $10,828-53.8% |