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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 | $158,280 | $132,099+19.8% | $115,599+36.9% | $138,895+14.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 11.72% | 176.76%-165.0pp | 111.10%-99.4pp | 145.39%-133.7pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,678 | $5,617+107.9% | $4,889+138.8% | $6,396+82.6% |
| Admin fee / account holder | $9,559 | $15,650-38.9% | $12,841-25.6% | $12,562-23.9% |