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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 | $262,643 | $115,810+126.8% | $101,271+159.3% | $158,966+65.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.34% | 56.15%-41.8pp | 46.48%-32.1pp | 302.95%-288.6pp |
| Employer contribution / active EE | $19,000 | $4,175+355.0% | $3,660+419.1% | $4,762+299.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,830 | $7,248-74.8% | $5,948-69.2% | $11,250-83.7% |