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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 | $126,915 | $111,814+13.5% | $103,378+22.8% | $145,978-13.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.26% | 24.80%-11.5pp | 24.91%-11.6pp | 550.52%-537.3pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,364 | $5,618+13.3% | $5,058+25.8% | $6,690-4.9% |
| Admin fee / account holder | $1,269 | $9,764-87.0% | $8,401-84.9% | $13,400-90.5% |