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Employer 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 | $727,518 | $209,336+247.5% | $197,124+269.1% | $137,256+430.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.46% | 48.09%-31.6pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $745 | $6,591-88.7% | $6,227-88.0% | $4,156-82.1% |
| Participant deferral / active EE | $15,902 | $9,614+65.4% | $9,135+74.1% | $6,407+148.2% |
| Admin fee / account holder | $3,417 | $17,308-80.3% | $16,298-79.0% | $12,270-72.2% |