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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 | $212,836 | $166,089+28.1% | $164,928+29.0% | $145,978+45.8% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 13.46% | 100.26%-86.8pp | 70.08%-56.6pp | 550.52%-537.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,694 | $6,961+39.3% | $6,034+60.7% | $6,690+44.9% |
| Admin fee / account holder | $678 | $16,641-95.9% | $12,684-94.7% | $13,400-94.9% |