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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 | $793,600 | $87,016+812.0% | $63,244+1154.8% | $125,389+532.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 2.90% | 21.71%-18.8pp | -70.31%+73.2pp | 282.24%-279.3pp |
| Employer contribution / active EE | $32,233 | $3,601+795.2% | $2,322+1288.2% | $4,866+562.4% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,253 | $11,954-14.2% | $5,893+74.0% | $9,541+7.5% |