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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 | $126,103 | $165,381-23.8% | $149,730-15.8% | $158,966-20.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 9.90% | 348.29%-338.4pp | 276.70%-266.8pp | 302.95%-293.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,841 | $7,182+37.0% | $6,843+43.8% | $5,983+64.5% |
| Admin fee / account holder | $17,860 | $10,809+65.2% | $9,310+91.8% | $11,250+58.8% |