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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 | $1,093,372 | $208,088+425.4% | $186,193+487.2% | $154,746+606.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 17.14% | 89.97%-72.8pp | 78.03%-60.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $109,063 | $4,340+2413.0% | $3,918+2683.5% | $4,379+2390.5% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,603 | $11,698-77.7% | $11,058-76.5% | $14,365-81.9% |