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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 | $371,166 | $97,732+279.8% | $83,831+342.8% | $135,380+174.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.24% | 1287.56%-1293.8pp | 850.99%-857.2pp | 519.81%-526.0pp |
| Employer contribution / active EE | $26,060 | $4,222+517.2% | $3,631+617.7% | $4,779+445.3% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,499 | $6,675-62.6% | $5,479-54.4% | $10,828-76.9% |