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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 | $156,398+282.0% | $147,318+305.5% | $138,895+330.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.05% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $25,000 | $4,853+415.1% | $4,593+444.3% | $4,194+496.1% |
| Participant deferral / active EE | $1,250 | $8,237-84.8% | $7,906-84.2% | $6,396-80.5% |
| Admin fee / account holder | $3,887 | $14,976-74.0% | $13,708-71.6% | $12,562-69.1% |