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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 | $154,738 | $148,582+4.1% | $135,942+13.8% | $139,456+11.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.26% | 79.26%-63.0pp | 68.28%-52.0pp | 373.45%-357.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $13,080 | $8,101+61.5% | $7,759+68.6% | $6,711+94.9% |
| Admin fee / account holder | $2,565 | $12,402-79.3% | $10,764-76.2% | $11,407-77.5% |