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Employer 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,623 | $160,070-20.3% | $147,117-13.3% | $145,897-12.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.19% | 98.69%-86.5pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,467 | $8,419-23.2% | $8,065-19.8% | $6,689-3.3% |
| Admin fee / account holder | $1,854 | $15,035-87.7% | $12,993-85.7% | $13,390-86.2% |