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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 | $149,012 | $70,366+111.8% | $66,674+123.5% | $138,895+7.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 17.23% | 386.41%-369.2pp | 321.24%-304.0pp | 145.39%-128.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,186 | $4,374-27.2% | $4,084-22.0% | $6,396-50.2% |
| Admin fee / account holder | $815 | $5,262-84.5% | $5,098-84.0% | $12,562-93.5% |