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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 | $99,011+294.5% | $86,582+351.2% | $147,586+164.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.80% | 1312.75%-1298.9pp | 965.08%-951.3pp | 578.59%-564.8pp |
| Employer contribution / active EE | $20,000 | $3,132+538.5% | $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 | $5,709-5.0% | $4,904+10.5% | $10,886-50.2% |