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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 | $29,453 | $160,028-81.6% | $147,080-80.0% | $145,884-79.8% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 41.98% | 98.60%-56.6pp | 420.17%-378.2pp | 551.85%-509.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,659 | $8,422+2.8% | $8,066+7.3% | $6,690+29.4% |
| Admin fee / account holder | $1,839 | $15,030-87.8% | $12,989-85.8% | $13,392-86.3% |