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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 | $381,734 | $160,070+138.5% | $147,117+159.5% | $145,897+161.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.26% | 98.69%-87.4pp | 420.54%-409.3pp | 552.29%-541.0pp |
| Employer contribution / active EE | $3,649 | $5,285-30.9% | $4,932-26.0% | $4,663-21.7% |
| Participant deferral / active EE | $664 | $8,419-92.1% | $8,065-91.8% | $6,689-90.1% |
| Admin fee / account holder | $3,066 | $15,035-79.6% | $12,993-76.4% | $13,390-77.1% |