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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 | $803,008 | $159,978+401.9% | $147,041+446.1% | $145,978+450.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.00% | 98.36%-70.4pp | 419.21%-391.2pp | 550.52%-522.5pp |
| Employer contribution / active EE | $1,913 | $5,288-63.8% | $4,935-61.2% | $4,662-59.0% |
| Participant deferral / active EE | $2,241 | $8,429-73.4% | $8,071-72.2% | $6,690-66.5% |
| Admin fee / account holder | $83,770 | $15,053+456.5% | $13,006+544.1% | $13,400+525.1% |