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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 | $390,636 | $99,017+294.5% | $86,587+351.1% | $147,585+164.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.80% | 1312.37%-1298.6pp | 964.86%-951.1pp | 578.56%-564.8pp |
| Employer contribution / active EE | $20,000 | $3,132+538.6% | $2,839+604.4% | $4,876+310.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,421 | $5,710-5.1% | $4,906+10.5% | $10,885-50.2% |