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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 | $181,421 | $217,427-16.6% | $185,837-2.4% | $167,518+8.3% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 10.26% | 148.39%-138.1pp | 122.08%-111.8pp | 478.71%-468.5pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,714 | $6,357+21.3% | $5,568+38.5% | $6,342+21.6% |
| Admin fee / account holder | $23,407 | $19,816+18.1% | $16,241+44.1% | $12,312+90.1% |