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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 | $173,506 | $107,944+60.7% | $91,994+88.6% | $152,885+13.5% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.5%+3.3pp |
| Annual return | 24.92% | 89.26%-64.3pp | 69.03%-44.1pp | 345.39%-320.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,536 | $6,365+81.2% | $5,923+94.8% | $5,851+97.2% |
| Admin fee / account holder | $11,833 | $10,521+12.5% | $7,743+52.8% | $11,598+2.0% |