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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 | $1,250,758 | $162,136+671.4% | $152,301+721.2% | $154,746+708.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.72% | 91.02%-79.3pp | 80.50%-68.8pp | 172.34%-160.6pp |
| Employer contribution / active EE | $25,000 | $4,890+411.2% | $4,624+440.6% | $4,379+470.9% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $42,946 | $15,759+172.5% | $14,398+198.3% | $14,365+199.0% |