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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 | $383,407 | $160,059+139.5% | $140,019+173.8% | $135,379+183.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 36.35% | 911.44%-875.1pp | 651.15%-614.8pp | 519.79%-483.4pp |
| Employer contribution / active EE | $20,000 | $6,420+211.5% | $5,605+256.8% | $4,779+318.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $392 | $13,328-97.1% | $10,705-96.3% | $10,828-96.4% |