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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 | $202,369 | $102,938+96.6% | $94,105+115.0% | $138,895+45.7% |
| Participation rate | 94.1% | 74.6%+19.5pp | 71.9%+22.2pp | 79.9%+14.2pp |
| Annual return | 15.53% | 250.28%-234.8pp | 204.55%-189.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,454 | $4,196+339.8% | $3,881+375.5% | $6,396+188.5% |
| Admin fee / account holder | $1,917 | $6,600-71.0% | $6,199-69.1% | $12,562-84.7% |