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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 | $1,627,403 | $107,809+1409.5% | $97,032+1577.2% | $155,188+948.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 19.30% | 38.06%-18.8pp | 35.38%-16.1pp | 148.84%-129.5pp |
| Employer contribution / active EE | $21,690 | $2,911+645.1% | $2,629+725.1% | $4,248+410.6% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $76,182 | $10,717+610.8% | $9,418+708.9% | $14,480+426.1% |