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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 | $168,417 | $157,304+7.1% | $141,197+19.3% | $152,909+10.1% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 26.38% | 64.34%-38.0pp | 71.41%-45.0pp | 345.46%-319.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,667 | $7,111+50.0% | $6,710+59.0% | $5,851+82.3% |
| Admin fee / account holder | $3,225 | $12,126-73.4% | $10,265-68.6% | $11,601-72.2% |