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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 | $338,505 | $95,975+252.7% | $74,552+354.1% | $135,382+150.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.50% | 56.96%-63.5pp | 32.53%-39.0pp | 519.77%-526.3pp |
| Employer contribution / active EE | $10,205 | $2,716+275.7% | $1,961+420.4% | $4,779+113.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,691 | $6,522-74.1% | $5,060-66.6% | $10,829-84.4% |