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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 | $241,687 | $117,846+105.1% | $102,434+135.9% | $145,884+65.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 16.96% | 31.90%-14.9pp | 29.46%-12.5pp | 551.85%-534.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,746 | $5,733+70.0% | $5,055+92.8% | $6,690+45.7% |
| Admin fee / account holder | $659 | $13,356-95.1% | $9,462-93.0% | $13,392-95.1% |