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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 | $415,104 | $226,105+83.6% | $182,540+127.4% | $152,897+171.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 25.72% | 192.58%-166.9pp | 148.58%-122.9pp | 345.43%-319.7pp |
| Employer contribution / active EE | $11,243 | $4,978+125.8% | $4,076+175.9% | $4,764+136.0% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $589 | $10,706-94.5% | $8,593-93.1% | $11,599-94.9% |