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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 | $16,611 | $105,160-84.2% | $94,679-82.5% | $139,456-88.1% |
| Participation rate | 88.2% | 82.4%+5.9pp | 80.8%+7.4pp | 80.3%+7.9pp |
| Annual return | 26.10% | 38.04%-11.9pp | 156.75%-130.7pp | 373.45%-347.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,931 | $7,599+17.5% | $7,417+20.4% | $6,711+33.1% |
| Admin fee / account holder | $676 | $8,988-92.5% | $7,233-90.7% | $11,407-94.1% |