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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 | $362,719 | $165,381+119.3% | $149,730+142.2% | $158,966+128.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.81% | 348.29%-328.5pp | 276.70%-256.9pp | 302.95%-283.1pp |
| Employer contribution / active EE | $2,177 | $5,104-57.3% | $4,645-53.1% | $4,762-54.3% |
| Participant deferral / active EE | $2,162 | $7,182-69.9% | $6,843-68.4% | $5,983-63.9% |
| Admin fee / account holder | $1,442 | $10,809-86.7% | $9,310-84.5% | $11,250-87.2% |