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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 | $208,016 | $138,075+50.7% | $123,552+68.4% | $135,379+53.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 7.29% | 153.70%-146.4pp | 119.20%-111.9pp | 519.79%-512.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,308 | $6,800-7.2% | $6,426-1.8% | $5,609+12.5% |
| Admin fee / account holder | $13,281 | $10,917+21.7% | $9,285+43.0% | $10,828+22.7% |