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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 | $1,013,087 | $227,399+345.5% | $189,758+433.9% | $198,609+410.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.30% | 61.03%-50.7pp | 52.62%-42.3pp | 202.70%-192.4pp |
| Employer contribution / active EE | $4,375 | $5,526-20.8% | $4,767-8.2% | $5,055-13.5% |
| Participant deferral / active EE | $3,000 | $6,837-56.1% | $5,856-48.8% | $6,977-57.0% |
| Admin fee / account holder | $34,816 | $25,162+38.4% | $20,388+70.8% | $19,030+82.9% |