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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 | $230,204 | $211,224+9.0% | $178,505+29.0% | $145,897+57.8% |
| Participation rate | 73.7% | 80.8%-7.1pp | 77.1%-3.4pp | 80.3%-6.6pp |
| Annual return | 11.68% | 30.28%-18.6pp | 27.16%-15.5pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,385 | $6,966-37.1% | $6,280-30.2% | $6,689-34.5% |
| Admin fee / account holder | $3,389 | $12,109-72.0% | $10,428-67.5% | $13,390-74.7% |