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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 | $99,292 | $157,296-36.9% | $141,191-29.7% | $152,897-35.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 26.32% | 64.34%-38.0pp | 71.41%-45.1pp | 345.43%-319.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $14,913 | $7,111+109.7% | $6,710+122.2% | $5,851+154.9% |
| Admin fee / account holder | $6,459 | $12,125-46.7% | $10,264-37.1% | $11,599-44.3% |