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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 | $178,153 | $197,625-9.9% | $177,840+0.2% | $158,966+12.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.76% | 58.76%-42.0pp | 48.32%-31.6pp | 302.95%-286.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,038 | $8,405-16.3% | $7,714-8.8% | $5,983+17.6% |
| Admin fee / account holder | $1,211 | $15,405-92.1% | $12,431-90.3% | $11,250-89.2% |