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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 | $597,399 | $162,136+268.5% | $152,301+292.2% | $154,746+286.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.05% | 91.02%-74.0pp | 80.50%-63.4pp | 172.34%-155.3pp |
| Employer contribution / active EE | $25,000 | $4,890+411.2% | $4,624+440.6% | $4,379+470.9% |
| Participant deferral / active EE | $1,250 | $8,341-85.0% | $8,004-84.4% | $6,730-81.4% |
| Admin fee / account holder | $3,887 | $15,759-75.3% | $14,398-73.0% | $14,365-72.9% |