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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 | $319,853 | $114,013+180.5% | $103,693+208.5% | $155,188+106.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.70% | 49.31%-32.6pp | 47.61%-30.9pp | 148.84%-132.1pp |
| Employer contribution / active EE | $10,000 | $3,131+219.4% | $2,920+242.4% | $4,248+135.4% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,972 | $8,407-64.7% | $7,858-62.2% | $14,480-79.5% |