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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 | $243,142 | $202,342+20.2% | $172,753+40.7% | $152,909+59.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 22.84% | 1029.88%-1007.0pp | 803.00%-780.2pp | 345.46%-322.6pp |
| Employer contribution / active EE | $930 | $5,857-84.1% | $5,144-81.9% | $4,764-80.5% |
| Participant deferral / active EE | $5,045 | $5,948-15.2% | $5,198-2.9% | $5,851-13.8% |
| Admin fee / account holder | $13,239 | $17,112-22.6% | $13,956-5.1% | $11,601+14.1% |