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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 | $994,995 | $148,623+569.5% | $135,974+631.8% | $139,466+613.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.37% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.3pp |
| Employer contribution / active EE | $25,000 | $5,246+376.5% | $4,859+414.5% | $4,754+425.9% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $24,735 | $12,406+99.4% | $10,767+129.7% | $11,409+116.8% |