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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 | $142,354+11.2% | $125,529+26.1% | $155,188+2.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 11.72% | 306.06%-294.3pp | 202.56%-190.8pp | 148.84%-137.1pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,678 | $5,491+112.7% | $4,813+142.6% | $6,531+78.8% |
| Admin fee / account holder | $9,559 | $19,392-50.7% | $16,298-41.3% | $14,480-34.0% |