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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 | $1,073,197 | $88,702+1109.9% | $81,780+1212.3% | $145,978+635.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.27% | 1029.12%-1012.9pp | 776.27%-760.0pp | 550.52%-534.3pp |
| Employer contribution / active EE | $10,724 | $3,084+247.7% | $2,914+268.0% | $4,662+130.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $25,005 | $8,414+197.2% | $7,384+238.6% | $13,400+86.6% |