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Employer 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 | $1,010,852 | $148,582+580.3% | $135,942+643.6% | $139,456+624.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.11% | 79.26%-64.1pp | 68.28%-53.2pp | 373.45%-358.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,667 | $8,101-5.4% | $7,759-1.2% | $6,711+14.2% |
| Admin fee / account holder | $127,092 | $12,402+924.8% | $10,764+1080.7% | $11,407+1014.2% |