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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 | $224,242 | $110,337+103.2% | $102,383+119.0% | $145,877+53.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.03% | 24.83%-4.8pp | 24.94%-4.9pp | 551.28%-531.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,660 | $5,621+36.3% | $5,060+51.4% | $6,691+14.5% |
| Admin fee / account holder | $1,720 | $9,750-82.4% | $8,391-79.5% | $13,402-87.2% |