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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 | $145,158 | $144,124+0.7% | $117,857+23.2% | $147,585-1.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 16.28% | 531.17%-514.9pp | 335.09%-318.8pp | 578.57%-562.3pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,695 | $5,316+44.8% | $4,482+71.7% | $5,439+41.5% |
| Admin fee / account holder | $3,979 | $10,886-63.5% | $8,020-50.4% | $10,885-63.4% |