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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 | $158,648 | $155,555+2.0% | $146,866+8.0% | $155,188+2.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.27% | 115.41%-97.1pp | 102.85%-84.6pp | 148.84%-130.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $22,493 | $8,044+179.6% | $7,759+189.9% | $6,531+244.4% |
| Admin fee / account holder | $1,998 | $14,755-86.5% | $13,620-85.3% | $14,480-86.2% |