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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 | $343,773 | $138,076+149.0% | $123,553+178.2% | $135,380+153.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.41% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $3,129 | $5,152-39.3% | $4,628-32.4% | $4,779-34.5% |
| Participant deferral / active EE | $1,463 | $6,800-78.5% | $6,426-77.2% | $5,609-73.9% |
| Admin fee / account holder | $21,667 | $10,917+98.5% | $9,284+133.4% | $10,828+100.1% |