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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 | $182,855 | $109,372+67.2% | $89,414+104.5% | $158,966+15.0% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 12.61% | 345.55%-332.9pp | 245.50%-232.9pp | 302.95%-290.3pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,704 | $4,598-62.9% | $3,890-56.2% | $5,983-71.5% |
| Admin fee / account holder | $2,127 | $6,156-65.5% | $4,883-56.5% | $11,250-81.1% |