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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 | $176,587 | $148,623+18.8% | $135,974+29.9% | $139,466+26.6% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 15.14% | 79.30%-64.2pp | 68.30%-53.2pp | 373.66%-358.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,417 | $8,103+28.6% | $7,760+34.2% | $6,712+55.2% |
| Admin fee / account holder | $11,054 | $12,406-10.9% | $10,767+2.7% | $11,409-3.1% |