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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 | $146,328 | $103,008+42.1% | $90,304+62.0% | $152,897-4.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.20% | 95.22%-74.0pp | 78.13%-56.9pp | 345.43%-324.2pp |
| Employer contribution / active EE | $2 | $3,139-99.9% | $2,855-99.9% | $4,764-100.0% |
| Participant deferral / active EE | $5,819 | $4,281+35.9% | $3,885+49.8% | $5,851-0.5% |
| Admin fee / account holder | $6,522 | $6,175+5.6% | $5,354+21.8% | $11,599-43.8% |