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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 | $164,010 | $183,988-10.9% | $162,177+1.1% | $152,897+7.3% |
| Participation rate | 70.6% | 88.5%-17.9pp | 87.6%-17.0pp | 82.5%-11.9pp |
| Annual return | 19.22% | 150.79%-131.6pp | 115.60%-96.4pp | 345.43%-326.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,663 | $8,032-4.6% | $7,297+5.0% | $5,851+31.0% |
| Admin fee / account holder | $3,954 | $13,123-69.9% | $10,843-63.5% | $11,599-65.9% |