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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 | $68,469 | $90,691-24.5% | $76,119-10.0% | $145,884-53.1% |
| Participation rate | 94.1% | 74.5%+19.7pp | 69.1%+25.0pp | 80.3%+13.8pp |
| Annual return | 19.41% | 624.52%-605.1pp | 361.25%-341.8pp | 551.85%-532.4pp |
| Employer contribution / active EE | $192 | $3,329-94.2% | $2,693-92.9% | $4,662-95.9% |
| Participant deferral / active EE | $5,740 | $5,167+11.1% | $4,259+34.8% | $6,690-14.2% |
| Admin fee / account holder | $6,153 | $8,383-26.6% | $6,421-4.2% | $13,392-54.1% |