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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 | $147,112 | $209,422-29.8% | $178,503-17.6% | $158,982-7.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.83% | 188.81%-171.0pp | 151.12%-133.3pp | 302.99%-285.2pp |
| Employer contribution / active EE | $1,111 | $5,707-80.5% | $5,011-77.8% | $4,763-76.7% |
| Participant deferral / active EE | $6,966 | $5,955+17.0% | $5,202+33.9% | $5,983+16.4% |
| Admin fee / account holder | $32,867 | $17,079+92.4% | $13,987+135.0% | $11,252+192.1% |