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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 | $51,895 | $201,372-74.2% | $184,260-71.8% | $145,884-64.4% |
| Participation rate | 82.4% | 87.5%-5.1pp | 86.8%-4.5pp | 80.3%+2.1pp |
| Annual return | 19.69% | 29.04%-9.4pp | 28.84%-9.2pp | 551.85%-532.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,590 | $9,808+79.4% | $9,133+92.6% | $6,690+162.9% |
| Admin fee / account holder | $2,347 | $16,362-85.7% | $13,898-83.1% | $13,392-82.5% |