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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 | $143,291 | $98,766+45.1% | $149,730-4.3% | $79,852+79.4% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 15.22% | 27.43%-12.2pp | 276.70%-261.5pp | 31.72%-16.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,640 | $5,681+87.3% | $6,843+55.5% | $3,740+184.5% |
| Admin fee / account holder | $1,251 | $6,052-79.3% | $9,310-86.6% | $5,306-76.4% |