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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 | $68,041 | $160,070-57.5% | $147,117-53.8% | $145,897-53.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 22.31% | 98.69%-76.4pp | 420.54%-398.2pp | 552.29%-530.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,763 | $8,419+4.1% | $8,065+8.7% | $6,689+31.0% |
| Admin fee / account holder | $618 | $15,035-95.9% | $12,993-95.2% | $13,390-95.4% |