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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 | $350,081 | $174,379+100.8% | $152,093+130.2% | $138,895+152.0% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 14.69% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,582 | $4,652-44.5% | $4,175-38.2% | $4,194-38.4% |
| Participant deferral / active EE | $1,515 | $6,159-75.4% | $5,451-72.2% | $6,396-76.3% |
| Admin fee / account holder | $17,127 | $16,880+1.5% | $14,497+18.1% | $12,562+36.3% |