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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 | $153,053 | $144,130+6.2% | $117,860+29.9% | $147,585+3.7% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.7%+14.1pp | 82.8%+10.9pp |
| Annual return | 13.23% | 531.20%-518.0pp | 335.10%-321.9pp | 578.58%-565.4pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,065 | $5,316-23.5% | $4,482-9.3% | $5,439-25.3% |
| Admin fee / account holder | $14,773 | $10,887+35.7% | $8,021+84.2% | $10,886+35.7% |