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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 | $720,445 | $77,449+830.2% | $69,483+936.9% | $152,909+371.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 14.32% | 39.09%-24.8pp | 28.99%-14.7pp | 345.46%-331.1pp |
| Employer contribution / active EE | $29,778 | $3,316+798.1% | $2,780+971.3% | $4,764+525.1% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,097 | $6,210-34.0% | $3,841+6.7% | $11,601-64.7% |