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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 | $539,697 | $103,038+423.8% | $90,324+497.5% | $152,909+253.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.36% | 95.25%-83.9pp | 78.15%-66.8pp | 345.46%-334.1pp |
| Employer contribution / active EE | $15,000 | $3,141+377.6% | $2,856+425.3% | $4,764+214.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,396 | $6,177-61.2% | $5,356-55.3% | $11,601-79.3% |