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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 | $577,368 | $167,522+244.7% | $151,639+280.8% | $134,532+329.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.62% | 7.81%-17.4pp | 3.34%-13.0pp | 418.27%-427.9pp |
| Employer contribution / active EE | $25,000 | $6,828+266.1% | $6,165+305.5% | $4,741+427.3% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,000 | $13,780-78.2% | $11,613-74.2% | $11,429-73.7% |