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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 | $335,081 | $181,062+85.1% | $158,223+111.8% | $155,188+115.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 12.05% | 57.39%-45.3pp | 52.09%-40.0pp | 148.84%-136.8pp |
| Employer contribution / active EE | $12,434 | $4,565+172.4% | $4,109+202.6% | $4,248+192.7% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,511 | $18,825-65.4% | $16,047-59.4% | $14,480-55.0% |