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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 | $431,559 | $174,379+147.5% | $152,093+183.7% | $138,895+210.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.82% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $17,908 | $4,652+285.0% | $4,175+329.0% | $4,194+327.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $18,410 | $16,880+9.1% | $14,497+27.0% | $12,562+46.6% |