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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 | $480,752 | $166,242+189.2% | $165,071+191.2% | $145,884+229.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 33.29% | 100.44%-67.2pp | 70.17%-36.9pp | 551.85%-518.6pp |
| Employer contribution / active EE | $24,360 | $5,283+361.1% | $4,347+460.3% | $4,662+422.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,220 | $16,658-14.6% | $12,695+12.0% | $13,392+6.2% |