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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 | $208,279 | $150,412+38.5% | $120,574+72.7% | $145,884+42.8% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 11.71% | 154.50%-142.8pp | 107.42%-95.7pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,892 | $6,175+11.6% | $4,996+37.9% | $6,690+3.0% |
| Admin fee / account holder | $3,050 | $12,224-75.0% | $9,445-67.7% | $13,392-77.2% |