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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 | $168,338 | $148,629+13.3% | $135,982+23.8% | $139,487+20.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 46.74% | 79.33%-32.6pp | 68.32%-21.6pp | 373.84%-327.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,783 | $8,102+20.7% | $7,760+26.1% | $6,713+45.7% |
| Admin fee / account holder | $8,329 | $12,406-32.9% | $10,767-22.6% | $11,407-27.0% |