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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 | $194,082 | $165,399+17.3% | $149,745+29.6% | $158,982+22.1% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.2pp |
| Annual return | 15.20% | 348.34%-333.1pp | 276.72%-261.5pp | 302.99%-287.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,767 | $7,183+77.8% | $6,843+86.6% | $5,983+113.4% |
| Admin fee / account holder | $1,862 | $10,811-82.8% | $9,312-80.0% | $11,252-83.4% |