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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 | $1,359,980 | $211,946+541.7% | $169,452+702.6% | $135,379+904.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.38% | 3.26%-3.6pp | 1.83%-2.2pp | 519.79%-520.2pp |
| Employer contribution / active EE | $18,990 | $5,117+271.1% | $4,157+356.8% | $4,779+297.4% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $62,473 | $11,472+444.6% | $9,110+585.8% | $10,828+477.0% |