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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 | $129,704 | $132,634-2.2% | $115,768+12.0% | $137,256-5.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.10% | 160.70%-143.6pp | 100.46%-83.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,984 | $5,619-11.3% | $4,917+1.4% | $6,407-22.2% |
| Admin fee / account holder | $2,643 | $15,028-82.4% | $12,439-78.8% | $12,270-78.5% |