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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 | $179,369 | $160,028+12.1% | $147,080+22.0% | $145,884+23.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.68% | 98.60%-82.9pp | 420.17%-404.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $989 | $5,286-81.3% | $4,933-80.0% | $4,662-78.8% |
| Participant deferral / active EE | $8,728 | $8,422+3.6% | $8,066+8.2% | $6,690+30.5% |
| Admin fee / account holder | $8,796 | $15,030-41.5% | $12,989-32.3% | $13,392-34.3% |