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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 | $650,420 | $100,938+544.4% | $90,461+619.0% | $158,982+309.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.03% | 1727.20%-1708.2pp | 1294.76%-1275.7pp | 302.99%-284.0pp |
| Employer contribution / active EE | $8,000 | $3,691+116.7% | $3,264+145.1% | $4,763+68.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,749 | $6,510-57.8% | $5,617-51.1% | $11,252-75.6% |