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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 | $286,716 | $107,353+167.1% | $92,903+208.6% | $152,885+87.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.91% | 145.62%-121.7pp | 109.43%-85.5pp | 345.39%-321.5pp |
| Employer contribution / active EE | $17,000 | $4,222+302.7% | $3,653+365.4% | $4,763+256.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,094 | $7,081-42.2% | $5,795-29.3% | $11,598-64.7% |