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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 | $120,861 | $196,972-38.6% | $182,262-33.7% | $198,609-39.1% |
| Participation rate | 93.8% | 85.7%+8.1pp | 84.2%+9.5pp | 82.4%+11.4pp |
| Annual return | 17.91% | 158.27%-140.4pp | 140.60%-122.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $23,120 | $8,643+167.5% | $8,276+179.3% | $6,977+231.4% |
| Admin fee / account holder | $13,716 | $18,429-25.6% | $16,712-17.9% | $19,030-27.9% |