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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 | $1,049,413 | $162,529+545.7% | $130,788+702.4% | $154,746+578.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.26% | 510.48%-499.2pp | 386.44%-375.2pp | 172.34%-161.1pp |
| Employer contribution / active EE | $21,545 | $4,447+384.4% | $3,558+505.5% | $4,379+392.0% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $46,807 | $7,669+510.3% | $6,673+601.5% | $14,365+225.8% |