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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 | $346,140 | $160,070+116.2% | $147,117+135.3% | $145,897+137.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.19% | 98.69%-86.5pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $22,388 | $5,285+323.7% | $4,932+353.9% | $4,663+380.2% |
| Participant deferral / active EE | $2,562 | $8,419-69.6% | $8,065-68.2% | $6,689-61.7% |
| Admin fee / account holder | $3,053 | $15,035-79.7% | $12,993-76.5% | $13,390-77.2% |