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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 | $142,148 | $183,978-22.7% | $162,171-12.3% | $152,885-7.0% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 20.91% | 150.78%-129.9pp | 115.60%-94.7pp | 345.39%-324.5pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,274 | $8,033+3.0% | $7,297+13.4% | $5,851+41.4% |
| Admin fee / account holder | $558 | $13,122-95.7% | $10,843-94.9% | $11,598-95.2% |