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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 | $169,621 | $72,071+135.4% | $68,368+148.1% | $137,256+23.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 16.23% | 353.14%-336.9pp | 292.57%-276.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $15 | $2,788-99.4% | $2,649-99.4% | $4,156-99.6% |
| Participant deferral / active EE | $7,728 | $4,410+75.2% | $4,123+87.5% | $6,407+20.6% |
| Admin fee / account holder | $7,648 | $5,336+43.3% | $5,150+48.5% | $12,270-37.7% |