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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 | $241,548 | $124,175+94.5% | $108,405+122.8% | $167,536+44.2% |
| Participation rate | 83.3% | 82.3%+1.0pp | 80.1%+3.2pp | 82.1%+1.2pp |
| Annual return | 16.74% | 1380.13%-1363.4pp | 905.55%-888.8pp | 478.82%-462.1pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,754 | $6,908-31.2% | $6,563-27.6% | $6,342-25.0% |
| Admin fee / account holder | $2,197 | $9,457-76.8% | $7,297-69.9% | $12,315-82.2% |