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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 | $181,977 | $226,135-19.5% | $182,558-0.3% | $152,909+19.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 24.92% | 192.60%-167.7pp | 148.59%-123.7pp | 345.46%-320.5pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,886 | $6,371-7.6% | $5,526+6.5% | $5,851+0.6% |
| Admin fee / account holder | $9,715 | $10,707-9.3% | $8,594+13.0% | $11,601-16.3% |