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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 | $373,485 | $150,447+148.2% | $136,298+174.0% | $147,586+153.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.18% | 1049.15%-1036.0pp | 5156.27%-5143.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $3,333 | $5,256-36.6% | $4,696-29.0% | $4,876-31.6% |
| Participant deferral / active EE | $1,360 | $6,631-79.5% | $6,247-78.2% | $5,439-75.0% |
| Admin fee / account holder | $15,091 | $10,906+38.4% | $9,244+63.2% | $10,886+38.6% |