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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 | $105,881 | $112,121-5.6% | $95,960+10.3% | $158,966-33.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 22.57% | 171.16%-148.6pp | 91.63%-69.1pp | 302.95%-280.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,589 | $4,784-25.0% | $4,167-13.9% | $5,983-40.0% |
| Admin fee / account holder | $8,937 | $10,135-11.8% | $6,797+31.5% | $11,250-20.6% |