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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 | $157,113 | $176,120-10.8% | $159,487-1.5% | $167,553-6.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.68% | 331.95%-306.3pp | 263.71%-238.0pp | 478.89%-453.2pp |
| Employer contribution / active EE | $950 | $5,299-82.1% | $4,831-80.3% | $4,840-80.4% |
| Participant deferral / active EE | $5,410 | $7,752-30.2% | $7,354-26.4% | $6,343-14.7% |
| Admin fee / account holder | $22,113 | $12,561+76.0% | $10,804+104.7% | $12,316+79.5% |