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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 | $164,043 | $107,941+52.0% | $91,994+78.3% | $152,909+7.3% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.5%-2.5pp |
| Annual return | 25.68% | 89.28%-63.6pp | 69.04%-43.4pp | 345.46%-319.8pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,777 | $6,366-25.0% | $5,924-19.4% | $5,851-18.4% |
| Admin fee / account holder | $4,612 | $10,521-56.2% | $7,744-40.4% | $11,601-60.2% |