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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 | $69,786 | $102,595-32.0% | $94,057-25.8% | $154,746-54.9% |
| Participation rate | 77.8% | 76.0%+1.8pp | 73.3%+4.4pp | 80.7%-2.9pp |
| Annual return | 32.33% | 583.42%-551.1pp | 480.62%-448.3pp | 172.34%-140.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $17,135 | $5,118+234.8% | $4,709+263.8% | $6,730+154.6% |
| Admin fee / account holder | $11,613 | $7,736+50.1% | $7,244+60.3% | $14,365-19.2% |