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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 | $182,692 | $209,425-12.8% | $178,499+2.3% | $158,966+14.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.30% | 188.80%-175.5pp | 151.10%-137.8pp | 302.95%-289.7pp |
| Employer contribution / active EE | $11 | $5,707-99.8% | $5,011-99.8% | $4,762-99.8% |
| Participant deferral / active EE | $5,300 | $5,955-11.0% | $5,202+1.9% | $5,983-11.4% |
| Admin fee / account holder | $686 | $17,078-96.0% | $13,986-95.1% | $11,250-93.9% |