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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 | $308,571 | $99,053+211.5% | $88,179+249.9% | $138,895+122.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.1%+16.6pp | 79.9%+5.8pp |
| Annual return | 11.47% | 78.17%-66.7pp | 64.97%-53.5pp | 145.39%-133.9pp |
| Employer contribution / active EE | $17,672 | $2,882+513.2% | $2,549+593.2% | $4,194+321.4% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $13,658 | $8,748+56.1% | $7,673+78.0% | $12,562+8.7% |