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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 | $162,317 | $165,399-1.9% | $149,745+8.4% | $158,982+2.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 24.51% | 348.34%-323.8pp | 276.72%-252.2pp | 302.99%-278.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,843 | $7,183-60.4% | $6,843-58.5% | $5,983-52.5% |
| Admin fee / account holder | $16,720 | $10,811+54.7% | $9,312+79.6% | $11,252+48.6% |