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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 | $227,833 | $226,105+0.8% | $182,540+24.8% | $152,897+49.0% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.5%+5.0pp |
| Annual return | 27.96% | 192.58%-164.6pp | 148.58%-120.6pp | 345.43%-317.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,026 | $6,370+104.5% | $5,525+135.7% | $5,851+122.6% |
| Admin fee / account holder | $945 | $10,706-91.2% | $8,593-89.0% | $11,599-91.9% |