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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 | $400,691 | $177,156+126.2% | $147,027+172.5% | $154,746+158.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 16.18% | 21.94%-5.8pp | 20.23%-4.1pp | 172.34%-156.2pp |
| Employer contribution / active EE | $8,188 | $4,336+88.8% | $3,626+125.8% | $4,379+87.0% |
| Participant deferral / active EE | $161 | $5,797-97.2% | $4,933-96.7% | $6,730-97.6% |
| Admin fee / account holder | $11,850 | $14,904-20.5% | $12,223-3.0% | $14,365-17.5% |