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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 | $150,573 | $90,691+66.0% | $76,119+97.8% | $145,884+3.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 8.36% | 624.52%-616.2pp | 361.25%-352.9pp | 551.85%-543.5pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,122 | $5,167-58.9% | $4,259-50.2% | $6,690-68.3% |
| Admin fee / account holder | $24,713 | $8,383+194.8% | $6,421+284.9% | $13,392+84.5% |