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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 | $169,689 | $129,737+30.8% | $119,126+42.4% | $154,746+9.7% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 15.12% | 379.08%-364.0pp | 282.11%-267.0pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,194 | $5,842-62.4% | $5,318-58.7% | $6,730-67.4% |
| Admin fee / account holder | $2,163 | $11,961-81.9% | $10,693-79.8% | $14,365-84.9% |