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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 | $139,974 | $160,040-12.5% | $147,096-4.8% | $145,877-4.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.85% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $856 | $5,289-83.8% | $4,936-82.7% | $4,663-81.6% |
| Participant deferral / active EE | $3,561 | $8,429-57.8% | $8,071-55.9% | $6,691-46.8% |
| Admin fee / account holder | $13,333 | $15,050-11.4% | $13,005+2.5% | $13,402-0.5% |