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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 | $124,103 | $165,351-24.9% | $149,710-17.1% | $158,931-21.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.80% | 348.19%-330.4pp | 276.63%-258.8pp | 302.86%-285.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,844 | $7,181-46.5% | $6,842-43.8% | $5,982-35.7% |
| Admin fee / account holder | $3,273 | $10,807-69.7% | $9,309-64.8% | $11,247-70.9% |