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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 | $187,587 | $160,040+17.2% | $147,096+27.5% | $145,877+28.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.71% | 98.49%-85.8pp | 419.75%-407.0pp | 551.28%-538.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,426 | $8,429+23.7% | $8,071+29.2% | $6,691+55.8% |
| Admin fee / account holder | $22,977 | $15,050+52.7% | $13,005+76.7% | $13,402+71.4% |