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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 | $728,319 | $115,225+532.1% | $100,712+623.2% | $138,895+424.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 17.13% | 40.35%-23.2pp | 33.27%-16.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $537 | $2,771-80.6% | $2,313-76.8% | $4,194-87.2% |
| Participant deferral / active EE | $741 | $4,699-84.2% | $4,085-81.9% | $6,396-88.4% |
| Admin fee / account holder | $45,737 | $10,844+321.8% | $9,256+394.1% | $12,562+264.1% |