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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 | $209,265 | $197,603+5.9% | $177,827+17.7% | $158,950+31.7% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 10.54% | 58.76%-48.2pp | 48.32%-37.8pp | 302.91%-292.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,767 | $8,404+28.1% | $7,713+39.6% | $5,983+80.0% |
| Admin fee / account holder | $595 | $15,402-96.1% | $12,429-95.2% | $11,248-94.7% |