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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 | $147,970 | $157,296-5.9% | $141,191+4.8% | $152,897-3.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 19.42% | 64.34%-44.9pp | 71.41%-52.0pp | 345.43%-326.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,392 | $7,111+18.0% | $6,710+25.1% | $5,851+43.4% |
| Admin fee / account holder | $1,531 | $12,125-87.4% | $10,264-85.1% | $11,599-86.8% |