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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 | $321,665 | $162,136+98.4% | $152,301+111.2% | $154,746+107.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 55.76% | 91.02%-35.3pp | 80.50%-24.7pp | 172.34%-116.6pp |
| Employer contribution / active EE | $1,381 | $4,890-71.8% | $4,624-70.1% | $4,379-68.5% |
| Participant deferral / active EE | $1,919 | $8,341-77.0% | $8,004-76.0% | $6,730-71.5% |
| Admin fee / account holder | $8,359 | $15,759-47.0% | $14,398-41.9% | $14,365-41.8% |