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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 | $116,353 | $111,785+4.1% | $93,669+24.2% | $145,877-20.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 18.42% | 203.79%-185.4pp | 133.59%-115.2pp | 551.28%-532.9pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,997 | $4,919+42.2% | $4,416+58.4% | $6,691+4.6% |
| Admin fee / account holder | $603 | $10,256-94.1% | $8,291-92.7% | $13,402-95.5% |