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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 | $1,540,474 | $154,193+899.1% | $130,045+1084.6% | $139,466+1004.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.59% | 32.51%-20.9pp | -137.30%+148.9pp | 373.66%-362.1pp |
| Employer contribution / active EE | $27,500 | $5,292+419.7% | $4,321+536.4% | $4,754+478.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $682 | $13,989-95.1% | $10,600-93.6% | $11,409-94.0% |