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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 | $180,585 | $227,597-20.7% | $189,575-4.7% | $167,536+7.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.53% | 78.44%-63.9pp | 64.19%-49.7pp | 478.82%-464.3pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,501 | $7,002-7.2% | $6,174+5.3% | $6,342+2.5% |
| Admin fee / account holder | $56,841 | $11,877+378.6% | $9,806+479.7% | $12,315+361.6% |