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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 | $456,320 | $72,273+531.4% | $101,275+350.6% | $79,856+471.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 34.75% | 22.30%+12.5pp | 46.48%-11.7pp | 31.71%+3.0pp |
| Employer contribution / active EE | $993 | $2,691-63.1% | $3,660-72.9% | $2,471-59.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $31,827 | $4,401+623.1% | $5,948+435.1% | $5,306+499.8% |