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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 | $145,152 | $201,370-27.9% | $184,256-21.2% | $145,897-0.5% |
| Participation rate | 76.5% | 87.5%-11.0pp | 86.8%-10.4pp | 80.3%-3.8pp |
| Annual return | 19.52% | 29.05%-9.5pp | 28.85%-9.3pp | 552.29%-532.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,665 | $9,808+29.1% | $9,133+38.7% | $6,689+89.3% |
| Admin fee / account holder | $2,746 | $16,364-83.2% | $13,899-80.2% | $13,390-79.5% |