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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 | $127,698 | $184,000-30.6% | $162,185-21.3% | $152,909-16.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 16.40% | 150.80%-134.4pp | 115.61%-99.2pp | 345.46%-329.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,620 | $8,033-17.6% | $7,297-9.3% | $5,851+13.1% |
| Admin fee / account holder | $20,098 | $13,124+53.1% | $10,844+85.3% | $11,601+73.2% |