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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 | $178,176 | $125,237+42.3% | $105,608+68.7% | $145,877+22.1% |
| Participation rate | 85.7% | 77.7%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 8.59% | 225.76%-217.2pp | 116.50%-107.9pp | 551.28%-542.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,930 | $5,711-66.2% | $5,010-61.5% | $6,691-71.2% |
| Admin fee / account holder | $10,582 | $17,287-38.8% | $11,028-4.1% | $13,402-21.0% |