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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 | $111,858 | $152,612-26.7% | $125,192-10.7% | $152,897-26.8% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.5%+10.4pp |
| Annual return | 21.68% | 54.85%-33.2pp | 43.79%-22.1pp | 345.43%-323.8pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,662 | $5,868+13.5% | $4,937+34.9% | $5,851+13.9% |
| Admin fee / account holder | $9,810 | $13,437-27.0% | $9,704+1.1% | $11,599-15.4% |