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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 | $79,102 | $165,399-52.2% | $149,745-47.2% | $158,982-50.2% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 13.34% | 348.34%-335.0pp | 276.72%-263.4pp | 302.99%-289.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,096 | $7,183+54.5% | $6,843+62.2% | $5,983+85.4% |
| Admin fee / account holder | $23,934 | $10,811+121.4% | $9,312+157.0% | $11,252+112.7% |