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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 | $189,155 | $124,351+52.1% | $109,188+73.2% | $167,553+12.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.64% | 26.04%-8.4pp | 25.76%-8.1pp | 478.89%-461.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $28,050 | $5,257+433.6% | $4,654+502.7% | $6,343+342.2% |
| Admin fee / account holder | $510 | $7,975-93.6% | $6,755-92.5% | $12,316-95.9% |