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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 | $1,572,971 | $155,811+909.5% | $124,683+1161.6% | $167,497+839.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.60% | 17.97%-2.4pp | 5143.56%-5128.0pp | 478.62%-463.0pp |
| Employer contribution / active EE | $6,706 | $4,164+61.1% | $3,324+101.8% | $4,838+38.6% |
| Participant deferral / active EE | $0 | $5,674-100.0% | $4,615-100.0% | $6,341-100.0% |
| Admin fee / account holder | $65,291 | $9,532+585.0% | $7,493+771.3% | $12,310+430.4% |