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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 | $146,480 | $160,059-8.5% | $140,019+4.6% | $135,380+8.2% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -6.46% | 911.48%-917.9pp | 651.17%-657.6pp | 519.81%-526.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,562 | $7,641-1.0% | $6,927+9.2% | $5,609+34.8% |
| Admin fee / account holder | $13,709 | $13,328+2.9% | $10,705+28.1% | $10,828+26.6% |