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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 | $231,963 | $289,211-19.8% | $260,467-10.9% | $198,609+16.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 4.23% | 112.90%-108.7pp | 100.60%-96.4pp | 202.70%-198.5pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $33,850 | $6,812+396.9% | $6,319+435.6% | $6,977+385.2% |
| Admin fee / account holder | $26,510 | $16,236+63.3% | $15,461+71.5% | $19,030+39.3% |