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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 | $842,820 | $202,342+316.5% | $172,752+387.9% | $152,897+451.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 52.50% | 1029.83%-977.3pp | 802.97%-750.5pp | 345.43%-292.9pp |
| Employer contribution / active EE | $20,291 | $5,858+246.4% | $5,144+294.5% | $4,764+326.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,414 | $17,111+1.8% | $13,955+24.8% | $11,599+50.1% |