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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 | $237,743 | $154,228+54.2% | $145,433+63.5% | $137,256+73.2% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 20.10% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,074 | $8,216-1.7% | $7,897+2.2% | $6,407+26.0% |
| Admin fee / account holder | $5,038 | $14,344-64.9% | $13,129-61.6% | $12,270-58.9% |