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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 | $398,064 | $162,812+144.5% | $133,971+197.1% | $158,966+150.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.28% | 41.94%-21.7pp | 45.09%-24.8pp | 302.95%-282.7pp |
| Employer contribution / active EE | $5,000 | $4,976+0.5% | $3,919+27.6% | $4,762+5.0% |
| Participant deferral / active EE | $1,400 | $5,910-76.3% | $5,047-72.3% | $5,983-76.6% |
| Admin fee / account holder | $32,540 | $11,741+177.1% | $8,929+264.4% | $11,250+189.2% |