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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 | $143,449 | $129,737+10.6% | $119,126+20.4% | $154,746-7.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.86% | 379.08%-368.2pp | 282.11%-271.2pp | 172.34%-161.5pp |
| Employer contribution / active EE | $748 | $4,375-82.9% | $4,034-81.5% | $4,379-82.9% |
| Participant deferral / active EE | $9,089 | $5,842+55.6% | $5,318+70.9% | $6,730+35.1% |
| Admin fee / account holder | $2,652 | $11,961-77.8% | $10,693-75.2% | $14,365-81.5% |