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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 | $315,579 | $174,379+81.0% | $152,093+107.5% | $138,895+127.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 24.59% | 74.86%-50.3pp | 66.36%-41.8pp | 145.39%-120.8pp |
| Employer contribution / active EE | $2,854 | $4,652-38.6% | $4,175-31.6% | $4,194-32.0% |
| Participant deferral / active EE | $1,458 | $6,159-76.3% | $5,451-73.3% | $6,396-77.2% |
| Admin fee / account holder | $1,328 | $16,880-92.1% | $14,497-90.8% | $12,562-89.4% |