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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 | $107,647 | $197,603-45.5% | $177,827-39.5% | $158,950-32.3% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 19.79% | 58.76%-39.0pp | 48.32%-28.5pp | 302.91%-283.1pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,974 | $8,404+30.6% | $7,713+42.3% | $5,983+83.4% |
| Admin fee / account holder | $581 | $15,402-96.2% | $12,429-95.3% | $11,248-94.8% |