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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 | $200,325 | $211,224-5.2% | $178,505+12.2% | $145,897+37.3% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 12.60% | 30.28%-17.7pp | 27.16%-14.6pp | 552.29%-539.7pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,110 | $6,966+131.3% | $6,280+156.5% | $6,689+140.8% |
| Admin fee / account holder | $776 | $12,109-93.6% | $10,428-92.6% | $13,390-94.2% |