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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 | $102,271 | $154,228-33.7% | $145,433-29.7% | $137,256-25.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 45.49% | 74.59%-29.1pp | 66.58%-21.1pp | 220.34%-174.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $24,204 | $8,216+194.6% | $7,897+206.5% | $6,407+277.8% |
| Admin fee / account holder | $13,410 | $14,344-6.5% | $13,129+2.1% | $12,270+9.3% |