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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 | $266,424 | $160,028+66.5% | $147,080+81.1% | $145,884+82.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.10% | 98.60%-83.5pp | 420.17%-405.1pp | 551.85%-536.7pp |
| Employer contribution / active EE | $1,856 | $5,286-64.9% | $4,933-62.4% | $4,662-60.2% |
| Participant deferral / active EE | $2,508 | $8,422-70.2% | $8,066-68.9% | $6,690-62.5% |
| Admin fee / account holder | $2,876 | $15,030-80.9% | $12,989-77.9% | $13,392-78.5% |