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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 | $144,028 | $176,105-18.2% | $159,474-9.7% | $167,536-14.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.73% | 331.91%-317.2pp | 263.68%-248.9pp | 478.82%-464.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,633 | $7,751-53.1% | $7,353-50.6% | $6,342-42.7% |
| Admin fee / account holder | $4,776 | $12,559-62.0% | $10,802-55.8% | $12,315-61.2% |