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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 | $411,182 | $97,732+320.7% | $83,831+390.5% | $135,380+203.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.62% | 1287.56%-1288.2pp | 850.99%-851.6pp | 519.81%-520.4pp |
| Employer contribution / active EE | $100,452 | $4,222+2279.2% | $3,631+2666.4% | $4,779+2002.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,753 | $6,675-58.8% | $5,479-49.8% | $10,828-74.6% |