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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 | $154,968 | $91,536+69.3% | $130,062+19.1% | $75,177+106.1% |
| Participation rate | 86.7% | 71.5%+15.2pp | 78.5%+8.2pp | 67.2%+19.5pp |
| Annual return | 13.32% | -631.62%+644.9pp | -137.37%+150.7pp | 160.75%-147.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,726 | $4,343+31.9% | $5,821-1.6% | $4,126+38.8% |
| Admin fee / account holder | $10,163 | $6,780+49.9% | $10,601-4.1% | $5,651+79.8% |