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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 | $117,743 | $157,276-25.1% | $141,177-16.6% | $152,885-23.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 19.65% | 64.33%-44.7pp | 71.40%-51.8pp | 345.39%-325.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,618 | $7,110+7.1% | $6,710+13.5% | $5,851+30.2% |
| Admin fee / account holder | $1,708 | $12,123-85.9% | $10,263-83.4% | $11,598-85.3% |