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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 | $208,660 | $100,073+108.5% | $85,126+145.1% | $145,877+43.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.78% | 84.11%-70.3pp | 66.63%-52.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,403 | $5,294-35.7% | $4,523-24.8% | $6,691-49.1% |
| Admin fee / account holder | $4,583 | $7,261-36.9% | $6,160-25.6% | $13,402-65.8% |