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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 | $163,938 | $96,361+70.1% | $80,607+103.4% | $139,456+17.6% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.5pp |
| Annual return | 19.64% | 1350.95%-1331.3pp | 936.11%-916.5pp | 373.45%-353.8pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,269 | $5,232+0.7% | $4,448+18.5% | $6,711-21.5% |
| Admin fee / account holder | $3,308 | $6,601-49.9% | $5,379-38.5% | $11,407-71.0% |