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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 | $140,881 | $115,780+21.7% | $101,255+39.1% | $158,931-11.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 14.95% | 56.14%-41.2pp | 46.48%-31.5pp | 302.86%-287.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,728 | $4,958-65.1% | $4,370-60.5% | $5,982-71.1% |
| Admin fee / account holder | $569 | $7,246-92.1% | $5,946-90.4% | $11,247-94.9% |