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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 | $806,136 | $109,967+633.1% | $97,197+729.4% | $145,877+452.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 27.43% | 244.27%-216.8pp | 75.47%-48.0pp | 551.28%-523.9pp |
| Employer contribution / active EE | $2,957 | $3,077-3.9% | $2,723+8.6% | $4,663-36.6% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,603 | $6,199-41.9% | $5,637-36.1% | $13,402-73.1% |