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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 | $213,765 | $160,040+33.6% | $147,096+45.3% | $145,877+46.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 19.54% | 98.49%-79.0pp | 419.75%-400.2pp | 551.28%-531.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,457 | $8,429+71.5% | $8,071+79.1% | $6,691+116.1% |
| Admin fee / account holder | $1,549 | $15,050-89.7% | $13,005-88.1% | $13,402-88.4% |