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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 | $376,425 | $150,447+150.2% | $136,298+176.2% | $147,586+155.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 261.52% | 1049.15%-787.6pp | 5156.27%-4894.8pp | 578.59%-317.1pp |
| Employer contribution / active EE | $1,303 | $5,256-75.2% | $4,696-72.3% | $4,876-73.3% |
| Participant deferral / active EE | $1,862 | $6,631-71.9% | $6,247-70.2% | $5,439-65.8% |
| Admin fee / account holder | $9,900 | $10,906-9.2% | $9,244+7.1% | $10,886-9.1% |