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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 | $172,073 | $167,522+2.7% | $151,639+13.5% | $134,532+27.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -17.17% | 7.81%-25.0pp | 3.34%-20.5pp | 418.27%-435.4pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,920 | $8,986-34.1% | $8,363-29.2% | $6,401-7.5% |
| Admin fee / account holder | $1,484 | $13,780-89.2% | $11,613-87.2% | $11,429-87.0% |