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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 | $1,221,697 | $160,028+663.4% | $147,080+730.6% | $145,884+737.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.74% | 98.60%-74.9pp | 420.17%-396.4pp | 551.85%-528.1pp |
| Employer contribution / active EE | $28,000 | $5,286+429.7% | $4,933+467.6% | $4,662+500.6% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $60,873 | $15,030+305.0% | $12,989+368.7% | $13,392+354.6% |