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Employer 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 | $527,066 | $181,062+191.1% | $158,223+233.1% | $155,188+239.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.69% | 57.39%-43.7pp | 52.09%-38.4pp | 148.84%-135.2pp |
| Employer contribution / active EE | $592 | $4,565-87.0% | $4,109-85.6% | $4,248-86.1% |
| Participant deferral / active EE | $3,333 | $6,134-45.7% | $5,467-39.0% | $6,531-49.0% |
| Admin fee / account holder | $4,395 | $18,825-76.7% | $16,047-72.6% | $14,480-69.6% |