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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 | $194,033 | $117,895+64.6% | $102,460+89.4% | $145,897+33.0% |
| Participation rate | 76.5% | 78.6%-2.2pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 22.34% | 31.92%-9.6pp | 29.47%-7.1pp | 552.29%-530.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,656 | $5,736-1.4% | $5,056+11.9% | $6,689-15.4% |
| Admin fee / account holder | $50,271 | $13,353+276.5% | $9,460+431.4% | $13,390+275.4% |