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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 | $835,389 | $97,020+761.1% | $83,327+902.5% | $135,380+517.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.81% | 12.31%-16.1pp | 10.64%-14.4pp | 519.81%-523.6pp |
| Employer contribution / active EE | $36,963 | $4,144+792.1% | $3,379+994.0% | $4,779+673.5% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,026 | $8,426-28.5% | $7,540-20.1% | $10,828-44.3% |