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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 | $86,772 | $155,555-44.2% | $146,866-40.9% | $155,188-44.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 15.28% | 115.41%-100.1pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $20,136 | $8,044+150.3% | $7,759+159.5% | $6,531+208.3% |
| Admin fee / account holder | $566 | $14,755-96.2% | $13,620-95.8% | $14,480-96.1% |