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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 | $1,336,389 | $162,529+722.2% | $130,788+921.8% | $154,746+763.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.82% | 510.48%-494.7pp | 386.44%-370.6pp | 172.34%-156.5pp |
| Employer contribution / active EE | $28,861 | $4,447+548.9% | $3,558+711.1% | $4,379+559.1% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $17,010 | $7,669+121.8% | $6,673+154.9% | $14,365+18.4% |