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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 | $205,102 | $165,399+24.0% | $149,745+37.0% | $158,982+29.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.41% | 348.34%-334.9pp | 276.72%-263.3pp | 302.99%-289.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,272 | $7,183+15.2% | $6,843+20.9% | $5,983+38.3% |
| Admin fee / account holder | $3,454 | $10,811-68.1% | $9,312-62.9% | $11,252-69.3% |