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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 | $109,924 | $98,240+11.9% | $82,312+33.5% | $147,586-25.5% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 17.97% | 30.85%-12.9pp | 25.88%-7.9pp | 578.59%-560.6pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,574 | $4,383+27.2% | $3,706+50.4% | $5,439+2.5% |
| Admin fee / account holder | $903 | $8,563-89.5% | $5,608-83.9% | $10,886-91.7% |