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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 | $148,278 | $183,988-19.4% | $162,177-8.6% | $152,897-3.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.24% | 150.79%-127.5pp | 115.60%-92.4pp | 345.43%-322.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,045 | $8,032-12.3% | $7,297-3.5% | $5,851+20.4% |
| Admin fee / account holder | $1,406 | $13,123-89.3% | $10,843-87.0% | $11,599-87.9% |