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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 | $185,784 | $197,625-6.0% | $177,840+4.5% | $158,966+16.9% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 8.91% | 58.76%-49.9pp | 48.32%-39.4pp | 302.95%-294.0pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $17,721 | $8,405+110.8% | $7,714+129.7% | $5,983+196.2% |
| Admin fee / account holder | $14,145 | $15,405-8.2% | $12,431+13.8% | $11,250+25.7% |