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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 | $120,861 | $155,555-22.3% | $146,866-17.7% | $155,188-22.1% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.5%+11.2pp | 80.8%+12.9pp |
| Annual return | 17.91% | 115.41%-97.5pp | 102.85%-84.9pp | 148.84%-130.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $23,120 | $8,044+187.4% | $7,759+198.0% | $6,531+254.0% |
| Admin fee / account holder | $13,716 | $14,755-7.0% | $13,620+0.7% | $14,480-5.3% |