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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 | $1,481,442 | $210,908+602.4% | $153,643+864.2% | $145,884+915.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.68% | 13.46%+7.2pp | 15.71%+5.0pp | 551.85%-531.2pp |
| Employer contribution / active EE | $50,204 | $6,055+729.1% | $5,039+896.2% | $4,662+976.8% |
| Participant deferral / active EE | $500 | $7,976-93.7% | $6,754-92.6% | $6,690-92.5% |
| Admin fee / account holder | $13,763 | $19,477-29.3% | $12,739+8.0% | $13,392+2.8% |