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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 | $112,197 | $176,077-36.3% | $159,455-29.6% | $167,518-33.0% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 11.10% | 331.83%-320.7pp | 263.63%-252.5pp | 478.71%-467.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $11,631 | $7,751+50.1% | $7,353+58.2% | $6,342+83.4% |
| Admin fee / account holder | $3,576 | $12,556-71.5% | $10,800-66.9% | $12,312-71.0% |