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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 | $96,388+70.1% | $80,627+103.3% | $139,466+17.5% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.6pp |
| Annual return | 19.64% | 1352.08%-1332.4pp | 936.76%-917.1pp | 373.66%-354.0pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,269 | $5,224+0.9% | $4,443+18.6% | $6,712-21.5% |
| Admin fee / account holder | $3,308 | $6,603-49.9% | $5,381-38.5% | $11,409-71.0% |