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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 | $87,686 | $70,366+24.6% | $66,674+31.5% | $138,895-36.9% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 16.32% | 386.41%-370.1pp | 321.24%-304.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,785 | $4,374+100.8% | $4,084+115.1% | $6,396+37.3% |
| Admin fee / account holder | $590 | $5,262-88.8% | $5,098-88.4% | $12,562-95.3% |