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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 | $405,975 | $97,761+315.3% | $83,850+384.2% | $135,382+199.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 9.74% | 1287.44%-1277.7pp | 850.92%-841.2pp | 519.77%-510.0pp |
| Employer contribution / active EE | $13,875 | $4,222+228.7% | $3,631+282.1% | $4,779+190.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,586 | $6,674-61.3% | $5,478-52.8% | $10,829-76.1% |