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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 | $42,138 | $209,422-79.9% | $178,503-76.4% | $158,982-73.5% |
| Participation rate | 95.5% | 86.4%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 14.96% | 188.81%-173.8pp | 151.12%-136.2pp | 302.99%-288.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,721 | $5,955-54.3% | $5,202-47.7% | $5,983-54.5% |
| Admin fee / account holder | $411 | $17,079-97.6% | $13,987-97.1% | $11,252-96.4% |