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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 | $507,012 | $181,062+180.0% | $158,223+220.4% | $155,188+226.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.64% | 57.39%-40.7pp | 52.09%-35.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $24,473 | $4,565+436.1% | $4,109+495.6% | $4,248+476.1% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,063 | $18,825-94.4% | $16,047-93.4% | $14,480-92.7% |