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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 | $310,982 | $190,916+62.9% | $160,037+94.3% | $134,545+131.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -6.21% | 552.79%-559.0pp | 408.95%-415.2pp | 418.37%-424.6pp |
| Employer contribution / active EE | $17,227 | $4,996+244.9% | $4,226+307.7% | $4,742+263.3% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23,265 | $10,497+121.6% | $8,716+166.9% | $11,431+103.5% |