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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 | $110,099 | $105,158+4.7% | $94,672+16.3% | $139,487-21.1% |
| Participation rate | 82.4% | 82.4%0pp | 80.8%+1.5pp | 80.3%+2.0pp |
| Annual return | 21.52% | 38.11%-16.6pp | 156.89%-135.4pp | 373.84%-352.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $10,608 | $7,599+39.6% | $7,417+43.0% | $6,713+58.0% |
| Admin fee / account holder | $18,943 | $8,972+111.1% | $7,222+162.3% | $11,407+66.1% |