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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 | $145,082 | $160,040-9.3% | $147,096-1.4% | $145,877-0.5% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.4pp | 80.3%+2.3pp |
| Annual return | 10.01% | 98.49%-88.5pp | 419.75%-409.7pp | 551.28%-541.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,423 | $8,429+71.1% | $8,071+78.7% | $6,691+115.6% |
| Admin fee / account holder | $31,752 | $15,050+111.0% | $13,005+144.2% | $13,402+136.9% |