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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 | $115,042 | $129,476-11.1% | $93,515+23.0% | $158,982-27.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 15.64% | 118.56%-102.9pp | 78.21%-62.6pp | 302.99%-287.3pp |
| Employer contribution / active EE | $0 | $2,717-100.0% | $2,077-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,640 | $3,916-7.1% | $3,129+16.3% | $5,983-39.2% |
| Admin fee / account holder | $2,797 | $7,396-62.2% | $5,235-46.6% | $11,252-75.1% |