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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 | $80,075 | $102,595-22.0% | $94,057-14.9% | $154,746-48.3% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 80.7%+14.3pp |
| Annual return | 15.99% | 583.42%-567.4pp | 480.62%-464.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,347 | $5,118+24.0% | $4,709+34.8% | $6,730-5.7% |
| Admin fee / account holder | $3,211 | $7,736-58.5% | $7,244-55.7% | $14,365-77.6% |