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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 | $169,690 | $138,102+22.9% | $125,381+35.3% | $134,532+26.1% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -14.10% | 750.73%-764.8pp | 572.31%-586.4pp | 418.27%-432.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,309 | $7,801-31.9% | $7,448-28.7% | $6,401-17.1% |
| Admin fee / account holder | $3,468 | $11,568-70.0% | $10,007-65.3% | $11,429-69.7% |