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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 | $183,551 | $212,386-13.6% | $199,883-8.2% | $138,895+32.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 13.89% | 47.75%-33.9pp | 43.81%-29.9pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,793 | $9,617-29.4% | $9,138-25.7% | $6,396+6.2% |
| Admin fee / account holder | $891 | $18,233-95.1% | $17,268-94.8% | $12,562-92.9% |