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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 | $536,291 | $181,062+196.2% | $158,223+238.9% | $155,188+245.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.24% | 57.39%-38.1pp | 52.09%-32.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $24,164 | $4,565+429.4% | $4,109+488.1% | $4,248+468.9% |
| Participant deferral / active EE | $1,321 | $6,134-78.5% | $5,467-75.8% | $6,531-79.8% |
| Admin fee / account holder | $4,910 | $18,825-73.9% | $16,047-69.4% | $14,480-66.1% |