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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 | $890,623 | $157,296+466.2% | $141,191+530.8% | $152,897+482.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.02% | 64.34%-46.3pp | 71.41%-53.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $4,000 | $5,262-24.0% | $4,736-15.5% | $4,764-16.0% |
| Participant deferral / active EE | $1,300 | $7,111-81.7% | $6,710-80.6% | $5,851-77.8% |
| Admin fee / account holder | $4,458 | $12,125-63.2% | $10,264-56.6% | $11,599-61.6% |