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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 | $111,568 | $165,381-32.5% | $149,730-25.5% | $158,966-29.8% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 18.90% | 348.29%-329.4pp | 276.70%-257.8pp | 302.95%-284.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,420 | $7,182+31.2% | $6,843+37.7% | $5,983+57.4% |
| Admin fee / account holder | $1,998 | $10,809-81.5% | $9,310-78.5% | $11,250-82.2% |