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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 | $146,082 | $96,643+51.2% | $86,617+68.7% | $139,456+4.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 17.49% | 106.57%-89.1pp | 591.91%-574.4pp | 373.45%-356.0pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $21,460 | $4,835+343.8% | $4,437+383.6% | $6,711+219.8% |
| Admin fee / account holder | $1,015 | $6,406-84.2% | $5,613-81.9% | $11,407-91.1% |