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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 | $165,709 | $106,905+55.0% | $84,020+97.2% | $152,885+8.4% |
| Participation rate | 82.4% | 75.2%+7.1pp | 69.0%+13.3pp | 82.5%-0.1pp |
| Annual return | 10.99% | 105.00%-94.0pp | 71.31%-60.3pp | 345.39%-334.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,108 | $4,012+2.4% | $3,239+26.8% | $5,851-29.8% |
| Admin fee / account holder | $12,029 | $8,287+45.2% | $6,101+97.2% | $11,598+3.7% |