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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 | $810,654 | $160,070+406.4% | $147,117+451.0% | $145,897+455.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.57% | 98.69%-85.1pp | 420.54%-407.0pp | 552.29%-538.7pp |
| Employer contribution / active EE | $11,501 | $5,285+117.6% | $4,932+133.2% | $4,663+146.7% |
| Participant deferral / active EE | $2,112 | $8,419-74.9% | $8,065-73.8% | $6,689-68.4% |
| Admin fee / account holder | $20,306 | $15,035+35.1% | $12,993+56.3% | $13,390+51.6% |