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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 | $345,132 | $90,486+281.4% | $78,676+338.7% | $273,972+26.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 8.09% | 75.62%-67.5pp | 62.19%-54.1pp | 41.46%-33.4pp |
| Employer contribution / active EE | $22,500 | $3,175+608.7% | $2,850+689.5% | $4,869+362.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $649 | $5,263-87.7% | $4,510-85.6% | $10,133-93.6% |