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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 | $124,569 | $201,344-38.1% | $184,243-32.4% | $145,877-14.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 18.24% | 29.01%-10.8pp | 28.82%-10.6pp | 551.28%-533.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $18,975 | $9,807+93.5% | $9,132+107.8% | $6,691+183.6% |
| Admin fee / account holder | $302 | $16,382-98.2% | $13,914-97.8% | $13,402-97.7% |