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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 | $221,630 | $126,661+75.0% | $113,397+95.4% | $138,895+59.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.90% | 25.05%-13.2pp | 23.20%-11.3pp | 145.39%-133.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,278 | $5,693-7.3% | $5,076+4.0% | $6,396-17.5% |
| Admin fee / account holder | $856 | $14,549-94.1% | $11,957-92.8% | $12,562-93.2% |