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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 | $156,146 | $232,540-32.9% | $185,117-15.7% | $147,586+5.8% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 11.65% | 43.03%-31.4pp | 40.50%-28.8pp | 578.59%-566.9pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,817 | $5,834-68.9% | $5,045-64.0% | $5,439-66.6% |
| Admin fee / account holder | $1,260 | $10,275-87.7% | $8,159-84.6% | $10,886-88.4% |