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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 | $140,956 | $108,911+29.4% | $100,392+40.4% | $145,884-3.4% |
| Participation rate | 92.9% | 83.0%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 14.06% | 58.23%-44.2pp | 49.45%-35.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,616 | $8,459+25.5% | $8,090+31.2% | $6,690+58.7% |
| Admin fee / account holder | $2,869 | $9,698-70.4% | $7,904-63.7% | $13,392-78.6% |